Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Jacobs is a financial advisor registered in 18 states and the District of Columbia. Paul has been in the financial industry since January 2004 and is currently registered with Charles Schwab & Co., Inc. and has been with them since December 2022. Paul previously worked at TD AMERITRADE, INC. from October 2002 to April 2006 and AMERITRADE, INC. from January 2004 to April 2006. Paul is also a Certified Financial Planner.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NE
02/02/2022 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
04/22/2006 - 07/29/2024
TD AMERITRADE, INC. (Omaha NE)
NE
01/23/2004 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
IA
Issued 04/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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