Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Warren Land is a financial advisor based in Orlando, Florida. Jacob is a Certified Financial Planner™ and holds Series 66, Series 7 and SIE licenses. He has been working in the financial services industry since June 2015. Currently, Jacob is associated with Hightower Advisors, LLC. Previously, Jacob has also worked with Charles Schwab & Co., Inc. and Schwab Private Client Investment Advisory, Inc.. Jacob's specializations include investment advisory services, financial planning, selection of other advisors, and portfolio management for individuals and businesses.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
FL
01/24/2024 - Present
Hightower Advisors, LLC (Orlando FL)
FL
07/21/2016 - 01/03/2019
CHARLES SCHWAB & CO., INC. (Orlando FL)
BOTH
Issued 09/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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