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Robert Michael Jacob

Allstate Financial Services, LLC

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About Robert Michael Jacob

Robert Michael Jacob is a financial professional with over 20 years of experience in the industry. Robert is registered with Allstate Financial Services, LLC and is licensed in Arizona, California, Florida, Minnesota and Wisconsin. Robert holds the Series 6 and SIE securities licenses as well as a Series 63 license.

Firm Information

Robert Jacob is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Robert Jacob’s Registration & Firm History

MN

05/10/2001 - Present

Allstate Financial Services, LLC (PLYMOUTH MN)

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Licenses & Designations

BC

Issued 06/27/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/09/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 20 public disclosures for Robert Michael Jacob. Review regulatory record here.
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