Unclaimed
Laura Christine Jacobs is a registered representative with Janney Montgomery Scott LLC, a firm with over $85 billion in assets under management. Laura has been in the industry since 2018, and her areas of expertise include financial planning, portfolio management, and pension consulting. Laura is registered to provide investment advice in Pennsylvania and has a series 7, 66, and SIE license. Laura is committed to providing her clients with personalized financial guidance and helping them reach their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
09/18/2020 - Present
Janney Montgomery Scott LLC (LANCASTER PA)
BOTH
Issued 09/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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