Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacobus? Claim Your ProfileJacobus Visser is an investment advisor with Advisors Asset Management, Inc., in BOERNE, TX. Jacobus has been in the industry since 1995, and is currently registered with Advisors Asset Management, Inc. and has been registered with American Funds Distributors, Inc., NYLIFE DISTRIBUTORS INC., and SUMMIT EQUITIES, INC.. Jacobus has passed the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, the Investment Banking Registered Representative Examination, the Securities Industry Essentials Examination, the General Securities Representative Examination, and the Investment Company Products/Variable Contracts Representative Examination.
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.
Strategic management for diversified investment portfolios.
Supervisor/evaluator to unit investment trusts
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.
1
2
TX
08/02/2010 - Present
Advisors Asset Management, Inc. (BOERNE TX)
TX
10/18/2001 - 04/06/2010
AMERICAN FUNDS DISTRIBUTORS, INC. (SAN ANTONIO TX)
NJ
05/18/1995 - 09/07/2001
NYLIFE DISTRIBUTORS INC. (JERSEY CITY NJ)
NJ
11/17/1994 - 03/03/1995
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
IA
Issued 07/30/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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