Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Keil is a registered investment advisor representative with Sharebuilder 401k, based in Seattle, Washington. Jacob has been in the industry since 2009, holding licenses in both Washington and the state of California. Jacob holds Series 6, 63, and 65 licenses. Jacob's experience is focused on providing pension consulting and educational seminars for clients of Sharebuilder 401k.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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WA
11/06/2023 - Present
Sharebuilder 401k (SEATTLE WA)
WA
11/23/2009 - 10/05/2011
CHASE INVESTMENT SERVICES CORP. (NEWCASTLE WA)
IA
Issued 11/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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