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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jacobs is a financial advisor with Cambridge Investment Research Advisors, Inc. He has been in the financial services industry since 2013 and is licensed in Indiana, Ohio, and Pennsylvania. Michael holds the Series 6, 7, 63, and 65 securities licenses as well as the SIE. He is also registered as an Investment Advisor Representative with Cambridge Investment Research, Inc. Michael specializes in working with individual investors, high-net-worth individuals, and retirement plans. He provides a range of services, including financial planning, portfolio management, and investment advice.
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.
Solicitation fees from 3rd party money managers
1
2
OH
07/02/2013 - Present
Cambridge Investment Research Advisors, Inc. (North Olmsted OH)
IA
Issued 03/12/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/31/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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