Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Vance Fozio is a financial advisor with The Huntington Investment Co. Jacob has been in the industry for 5 years and is registered to provide investment advice in 55 states and jurisdictions. Jacob has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Jacob also holds the Series 7, 63, 65, and SIE licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
OH
07/17/2023 - Present
THE Huntington Investment Co. (Lorain OH)
IA
Issued 07/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/25/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/02/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jacob Fozio is the right advisor for you? Invested Better is here to help.
