Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob W. Girouard is a financial professional with over 20 years of experience in the industry. Jacob has a strong background in providing financial advice to a diverse clientele, including individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and government entities. Jacob is a CERTIFIED FINANCIAL PLANNER™ professional and currently works with RBC Capital Markets, LLC. Prior to that, Jacob has held positions at LPL Financial LLC, UVEST FINANCIAL SERVICES GROUP, INC., NATCITY INVESTMENTS, INC., PNC INVESTMENTS, FIFTH THIRD SECURITIES, INC., and WOODBURY FINANCIAL SERVICES, INC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IN
04/14/2023 - Present
RBC Capital Markets, LLC (INDIANAPOLIS IN)
IN
07/21/2009 - 04/21/2023
LPL FINANCIAL LLC (BROWNSBURG IN)
IN
09/18/2006 - 07/21/2009
UVEST FINANCIAL SERVICES GROUP, INC. (BROWNSBURG IN)
OH
08/09/2005 - 11/14/2005
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
PA
12/13/2004 - 06/21/2005
PNC INVESTMENTS (PITTSBURGH PA)
OH
04/24/2002 - 11/09/2004
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
MN
02/20/2001 - 06/28/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BOTH
Issued 09/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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