Unclaimed
Kenneth Jacobsen is a financial advisor currently registered with LPL Financial LLC in Seaford, NY. Kenneth has been in the securities industry since April 6, 1994. Kenneth has a history of working for several firms including EDWARD JONES and Goldman Sachs Execution & Clearing, L.P. Kenneth has licenses including Series 63, Series 24, SIE, Series 25, Series 55, and Series 7.
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.
Consulting and other non-discretionary advisory services
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.
1
2
NY
08/03/2021 - Present
LPL Financial LLC (SEAFORD NY)
NY
03/12/2007 - 01/06/2011
EDWARD JONES (SEAFORD NY)
NY
01/14/1993 - 02/02/2006
GOLDMAN SACHS EXECUTION & CLEARING, L.P. (NEW YORK NY)
IL
03/04/2002 - 06/25/2004
FIRST OPTIONS OF CHICAGO, INC. (CHICAGO IL)
BC
Issued 06/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2002
Series 25 - NYSE Trading Assistant Examination
BC
Issued 02/22/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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