Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Jacobs is a financial advisor at Tschetter Group in Bellevue, Washington. Peter has over 20 years of experience in the financial services industry. Peter is a Certified Financial Planner and Chartered Financial Analyst. Peter specializes in providing financial planning, investment management, and retirement planning services. Peter also serves as a partner in JHH Partners, LLC, a private investment firm. Peter is registered with the state of Washington and holds the following licenses: Series 7, Series 16, Series 24, Series 63, and Series 87.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
WA
08/18/2022 - Present
Tschetter Group (BELLEVUE WA)
WA
09/12/2017 - 08/22/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BELLEVUE WA)
WA
01/03/2011 - 01/24/2011
WELLS FARGO ADVISORS, LLC (SEATTLE WA)
WA
06/29/1998 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SEATTLE WA)
BC
Issued 10/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/18/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 02/15/2002
Series 16 - NYSE Supervisory Analyst Examination
Active
Inactive
Not sure Peter Jacobs is the right advisor for you? Invested Better is here to help.
