Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Jacobs is a financial advisor and investment advisor representative with Corecap Advisors, LLC, a company that manages over $1 billion in assets. Robert has been in the financial services industry since 1976 and has experience working with individuals, corporations, and pension plans. Robert is registered in several states, including Florida, New Jersey, New York, North Carolina, Pennsylvania, and South Carolina. Robert provides a range of financial services to clients, including financial planning, portfolio management, and educational seminars.
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.
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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2
MI
02/09/2021 - Present
Corecap Advisors (SOUTHFIELD MI)
VA
01/02/2009 - 09/01/2009
WATERFORD INVESTOR SERVICES, INC. (RICHMOND VA)
NY
07/03/2007 - 12/31/2008
ADVANCED PLANNING SECURITIES, INC. (SMITHTOWN NY)
NY
02/03/2006 - 05/21/2007
CLARK DODGE & CO., INC. (NEW YORK NY)
NY
11/25/2005 - 01/30/2006
HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (NEW YORK NY)
FL
04/28/2005 - 10/05/2005
ENCLAVE CAPITAL, L.L.C. (BOCA RATON FL)
NY
04/27/2004 - 03/08/2005
ROBERT R. MEREDITH & CO., INC. (NEW YORK NY)
IL
09/22/2003 - 04/14/2004
CHICAGO INVESTMENT GROUP, LLC (CHICAGO IL)
NY
03/31/2003 - 06/13/2003
A.B. WATLEY, INC. (NEW YORK NY)
NY
08/20/2001 - 02/21/2003
GALWAY SECURITIES CORPORATION (NEW YORK NY)
NY
08/30/2001 - 11/27/2001
ROBB PECK MCCOOEY CLEARING CORPORATION (NEW YORK NY)
FL
01/19/2000 - 08/08/2001
PRENTICE SECURITIES, INCORPORATED (HALLANDALE FL)
NY
01/12/2000 - 01/18/2000
BREAN MURRAY & CO., INC. (NEW YORK NY)
FL
09/11/1998 - 01/03/2000
PRENTICE SECURITIES, INCORPORATED (HALLANDALE FL)
NY
07/28/1998 - 03/23/1999
BURLINGTON SECURITIES CORP. (NEW YORK NY)
NY
04/23/1997 - 06/11/1998
DAIWA SECURITIES AMERICA INC. (NEW YORK NY)
NY
06/30/1995 - 03/26/1997
MURPHEY, MARSEILLES, SMITH & NAMMACK, INC. (NEW YORK NY)
NY
11/14/1994 - 07/20/1995
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
10/22/1991 - 11/23/1994
MIDWOOD SECURITIES, INC. (NEW YORK NY)
NY
12/14/1984 - 10/08/1991
CANTOR, FITZGERALD & CO., INC. (NEW YORK NY)
NA
10/21/1976 - 03/22/1988
SMILEN INVESTMENT RESEARCH AND MANAGEMENT INCORPORATED
NA
05/08/1980 - 06/20/1983
CYRUS J. LAWRENCE INCORPORATED
NA
02/01/1977 - 06/02/1980
COLEMAN & COMPANY
IA
Issued 06/17/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/16/1976
Series 7 - General Securities Representative Examination
Active
Inactive
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