Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jakob? Claim Your ProfileJakob Waterman is a financial advisor who is currently registered with Navy Federal Investment Services, LLC. He has been in the industry since June 2022 and holds the Series 99TO and the SIE exams. Jakob is a registered representative of Navy Federal Investment Services, LLC in the state of Virginia. He is a specializations include financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
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.
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
VA
06/28/2022 - Present
Navy Federal Investment Services, LLC (Vienna VA)
BC
Issued 06/28/2022
Series 99TO - Operations Professional Examination
BC
Issued 04/27/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jakob Waterman is the right advisor for you? Invested Better is here to help.
