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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Wilbur Heuett is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Jacob is a highly experienced advisor with over 29 years of experience in the industry. Jacob has been with Wells Fargo Clearing Services, LLC since November 2016. Prior to that, Jacob worked at Prudential Securities Incorporated from 1994-2003 and at Waddell & Reed, Inc. from 1993-1994. Jacob holds the following securities licenses: Series 3, Series 6, Series 7, and Series 63. Jacob is also licensed as an investment advisor in several states including Idaho and Texas. Jacob is committed to providing his clients with personalized financial advice and investment solutions. Jacob specializes in providing investment advice to individuals, families, and businesses. Jacob has a strong understanding of the investment markets and a proven track record of success. Jacob is dedicated to helping his clients achieve their financial goals.
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.
Investment consulting services to institutional 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.
1
2
ID
04/17/2014 - Present
Wells Fargo Clearing Services, LLC (BOISE ID)
NY
09/26/1994 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
KS
06/11/1993 - 09/02/1994
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 11/05/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1998
Series 3 - National Commodity Futures Examination
BC
Issued 10/31/1994
Series 7 - General Securities Representative Examination
BC
Issued 06/05/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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