Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Jacobson is a financial advisor with over 20 years of experience in the industry. Richard is currently registered with United Planners' Financial Services of America A Limited Partner and has been with them since 2016. Previously, Richard was registered with Transamerica Financial Advisors, Inc. and Royal Alliance Associates, Inc. Richard holds a Certified Financial Planner designation and has passed several industry exams, including the Series 66, Series 24, SIE, and Series 7. Richard is registered to provide investment advice in multiple states. Richard provides a variety of services to clients, including financial planning, portfolio management, and pension consulting.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
04/14/2016 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
CA
04/14/2004 - 05/07/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (NAPA CA)
AZ
09/26/2003 - 03/31/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BOTH
Issued 10/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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