Unclaimed
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 in Atlanta, Georgia with over 10 years of experience. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and has a Series 6, Series 63, and Series 65 license. Michael currently works for Creative Planning, a firm with approximately $175 Billion in regulatory assets under management. Creative Planning offers a variety of financial planning and investment management services, including portfolio management, retirement planning, and estate planning.
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.
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GA
07/06/2022 - Present
Creative Planning (Atlanta GA)
GA
02/17/2011 - 10/09/2015
FORESTERS FINANCIAL SERVICES, INC. (ATLANTA GA)
IA
Issued 09/02/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2015
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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