Unclaimed
Jacob Wessler is a registered representative with Fifth Third Securities, Inc. and is actively registered in Kentucky as an Investment Advisor Representative (IAR) and in all 50 states as a Broker-Dealer representative. Jacob has been in the industry since November 2020. Previously, Jacob was with Fidelity Brokerage Services LLC in Covington, Kentucky. Jacob is a Series 66 and Series 63 holder and passed the Series 7TO and the SIE exams. Jacob specializes in portfolio management for individuals and businesses, financial planning and selection of other advisors.
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.
Sponsor wrap fee program
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
OH
04/03/2024 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
KY
11/11/2020 - 11/17/2021
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 4/3/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/3/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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