Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Jacob has been in the financial industry for over 30 years. Robert holds a Series 7, 63, and 65 securities licenses, and the SIE Exam. Robert is a licensed registered representative with Wells Fargo Clearing Services, LLC. Robert is currently registered as a Broker-Dealer in Arizona, Arkansas, California, Colorado, Florida, Georgia, Idaho, Illinois, Kansas, Maryland, Missouri, Nebraska, Oklahoma, Texas, Virginia, and Washington. Robert is also registered as an Investment Advisor Representative in Kansas and Texas. Previous firms that Robert has worked with include Stifel, Nicolaus & Company, Incorporated, Powell & Satterfield, Inc., Rhodes Securities, Inc., J. O. Davidson & Associates, Inc., Swink & Company, Inc. and Firm One Securities, Incorporated.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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
KS
08/14/2012 - Present
Wells Fargo Clearing Services, LLC (WICHITA KS)
KS
12/24/1992 - 08/02/2012
STIFEL, NICOLAUS & COMPANY, INCORPORATED (WICHITA KS)
AR
10/23/1991 - 12/23/1992
POWELL & SATTERFIELD, INC. (LITTLE ROCK AR)
TX
10/23/1990 - 11/01/1991
RHODES SECURITIES, INC. (FT WORTH TX)
KS
11/22/1989 - 10/24/1990
J. O. DAVIDSON & ASSOCIATES, INC. (OVERLAND PARK KS)
NA
10/16/1989 - 12/16/1989
SWINK & COMPANY, INC.
NA
03/21/1989 - 10/24/1989
FIRM ONE SECURITIES, INCORPORATED
IA
Issued 05/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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