Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Woodson Ritter is a financial advisor with LPL Financial LLC based in Reno, NV. Jacob has been in the financial services industry for over 11 years and has experience with a variety of investment products and services. Jacob holds the Series 66, Series 7 and SIE exams and is registered to conduct business in California, Idaho, Kansas, Nevada, Texas, and Utah. Jacob previously worked at Ameriprise Financial Services, LLC and Waddell & Reed, Inc. in Reno, NV.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
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NV
02/27/2024 - Present
LPL Financial LLC (RENO NV)
NV
04/28/2017 - 01/26/2024
AMERIPRISE FINANCIAL SERVICES, LLC (RENO NV)
NV
10/27/2011 - 05/01/2017
WADDELL & REED (RENO NV)
BOTH
Issued 01/31/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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