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 Nelson is a registered representative with PFS Investments Inc. Jacob has been in the financial services industry since 2015 and has experience in providing financial advice to individuals. Jacob also holds the Series 6, Series 63, Series 65, and Series 26 securities licenses, as well as the SIE exam. Jacob is registered in Colorado, Indiana, Kansas, Missouri, New York, Oklahoma, and Texas. Jacob provides portfolio management services to individuals.
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.
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.
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2
OK
04/25/2022 - Present
PFS Investments Inc. (TULSA OK)
IA
Issued 01/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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