Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Williams is a financial advisor registered with Wells Fargo Clearing Services, LLC. Jacob has been in the financial services industry since 2020 and has experience working with Charles Schwab & Co., Inc. and TD Ameritrade, Inc. Jacob holds the Series 7TO, Series 63, Series 9 and SIE licenses. Jacob is registered with the state of Missouri and has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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
MO
06/05/2024 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
05/26/2023 - 08/01/2023
CHARLES SCHWAB & CO., INC. (St Louis MO)
MO
01/01/2021 - 05/26/2023
TD AMERITRADE, INC. (ST. LOUIS MO)
BC
Issued 01/11/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/31/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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