Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you M.? Claim Your ProfileM. Jacob McGuire is an investment advisor representative with McGuire Capital Advisors, Inc., and has been in the industry since 2015. M. Jacob McGuire has experience in investment advisory services and has worked for companies such as Purshe Kaplan Sterling Investments. M. Jacob McGuire is licensed in Oklahoma as an insurance producer and provides insurance services through McGuire Retirement Solutions, LLC. M. Jacob McGuire specializes in investment management for individuals, businesses, and charitable organizations.
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.
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
OK
12/23/2024 - Present
McGuire Capital Advisors, Inc. (Oklahoma City OK)
OK
04/02/2015 - 03/09/2018
PURSHE KAPLAN STERLING INVESTMENTS (OKLAHOMA CITY OK)
BOTH
Issued 05/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure M. McGuire is the right advisor for you? Invested Better is here to help.
