Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Isaacson is a financial professional with Lincoln Investment, a firm with over 679 clients. Jacob specializes in helping individuals with their financial planning needs, including portfolio management and selection of other advisors. Jacob is registered with FINRA and has passed the Investment Company Products/Variable Contracts Representative Examination, as well as the Securities Industry Essentials Examination.
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.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
01/19/2024 - Present
Lincoln Investment (Royal Oak MI)
BC
Issued 01/19/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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