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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Jacobs is an investment advisor representative at TLG Advisors, Inc. Samuel has been in the financial services industry since 1994. Samuel has a broad range of experience, having worked with firms such as AXA Advisors, LLC and Manor House Capital LLC. Samuel has a strong track record of success in providing financial advice and investment management services.
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.
Placement of institutional funds
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
CO
09/16/2024 - Present
TLG Advisors, Inc. (LITTLETON CO)
PA
10/19/2006 - 12/05/2014
MANOR HOUSE CAPITAL LLC (PHILADELPHIA PA)
PA
09/08/2003 - 11/06/2006
MAG FINANCIAL, INC. (PHILADELPHIA PA)
NY
11/11/1994 - 08/14/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
11/11/1994 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 04/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2006
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 07/14/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/10/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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