Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob William Walker is a registered representative with M1 Finance. Jacob is a financial professional with experience in the industry since January 6, 2023. Jacob holds the Series 66, Series 7TO and SIE licenses and is licensed to provide financial advice in Florida and Illinois. Jacob previously worked as a financial advisor with Raymond James Financial Services, Inc. in Naples, Florida.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
WA
07/23/2024 - Present
M1 Finance (Port Angeles WA)
FL
08/30/2022 - 03/14/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (NAPLES FL)
BOTH
Issued 11/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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