Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Yale Katz is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Jacob has been in the financial services industry for over 10 years. Jacob holds the Series 66, Series 7, and SIE securities licenses. Jacob specializes in providing financial planning, portfolio management, and pension consulting services to individuals and businesses. Jacob is a Certified Financial Planner and has experience working with high-net-worth individuals, corporations, and pension plans. Jacob is a partner at Scheff Liddell Wealth Group and also is the owner of Scheff Investment Group LLC. Jacob's office is located in Clarence, New York.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NY
10/14/2021 - Present
Raymond James Financial Services Advisors, Inc. (Clarence NY)
BOTH
Issued 10/16/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jacob Katz is the right advisor for you? Invested Better is here to help.
