Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Jacoby is a financial advisor with over 28 years of experience in the industry. Keith is registered with Wells Fargo Advisors Financial Network, LLC, and has been with the firm since 2023. Keith specializes in providing financial planning, investment consulting services to institutional clients, and portfolio management services for individuals and businesses. Previously, Keith was registered with WELLS FARGO CLEARING SERVICES, LLC, and Prudential Securities Incorporated. Keith holds the Series 7, Series 63, and Series 65 licenses. Keith is a Certified Financial Planner.
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.
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2
FL
05/04/2023 - Present
Wells Fargo Advisors Financial Network, LLC (NAPLES FL)
FL
07/01/2003 - 05/04/2023
WELLS FARGO CLEARING SERVICES, LLC (NAPLES FL)
NY
05/23/1995 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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