Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Jacobsen is a financial advisor with Cambridge Investment Research Advisors, Inc., having joined the firm in October 2018. Robert is a registered representative in South Dakota and has been active in the industry since January 2008. Robert has a diverse background in financial services, having previously worked with LPL Financial LLC and Broker Dealer Financial Services Corp. Robert holds Series 7, Series 66, and SIE licenses and is also registered with FINRA. In addition to his advisory services, Robert is also the owner of two other businesses, Midwest Financial Services and Dog Guard/Invisible Fence.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IA
10/20/2018 - Present
Cambridge Investment Research Advisors, Inc. (FAIRFIELD IA)
SD
05/15/2015 - 10/20/2018
BROKER DEALER FINANCIAL SERVICES CORP. (SIOUX FALLS SD)
SD
01/31/2012 - 06/04/2015
LPL FINANCIAL LLC (SIOUX FALLS SD)
SD
01/24/2008 - 01/30/2012
USA FINANCIAL SECURITIES CORPORATION (SIOUX FALLS SD)
BOTH
Issued 02/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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