Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scottland? Claim Your ProfileScottland Carl Jacobson is a registered investment advisor representative with Russell Investments, a firm based in Seattle, Washington. Jacobson has been in the industry since 1997 and has a wide range of experience, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Jacobson is licensed to provide advisory services in 53 states and Washington, D.C., and specializes in retirement planning, wealth management, and investment management.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of revenue/intracompany agrmts and % of assets/advsmt
1
2
WA
01/23/2006 - Present
Russell Investments (SEATTLE WA)
WI
10/15/1999 - 04/13/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 08/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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