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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Jacobson is an investment advisor representative with Cetera Investment Advisers LLC, based in Fairhope, AL. Keith has been in the financial services industry since 2002 and holds the Series 7, 63, and 66 licenses, as well as the SIE exam. Keith's previous employers include Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. Keith specializes in working with individuals, families, and businesses, providing financial planning, portfolio management, and other advisory services. Keith is registered in Alabama, California, Connecticut, Florida, Georgia, Hawaii, Illinois, Kentucky, Louisiana, Mississippi, New Jersey, New York, Tennessee, and Texas. Keith has a strong track record of success in helping clients achieve their financial goals.
FAIRHOPE, AL
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.
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.
A percentage of the total value of assets under management is charged.
1
2
AL
03/21/2024 - Present
Cetera Investment Advisers LLC (FAIRHOPE AL)
AL
01/01/2008 - 04/21/2010
WELLS FARGO ADVISORS, LLC (FAIRHOPE AL)
AL
05/09/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FAIRHOPE AL)
BOTH
Issued 7/1/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/7/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/8/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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