Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Adair Jacobs is a financial advisor with Wells Fargo Clearing Services, LLC. Sheila has been in the industry since 1997 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Sheila is a Certified Financial Planner and has held registrations in several states, including Georgia, New Jersey, and North Carolina. She has passed multiple industry exams, including the Series 6, 7, 10, 31, 63, 66 and SIE. Sheila is dedicated to providing her clients with personalized financial advice and helping them achieve their financial goals.
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
GA
05/02/2018 - Present
Wells Fargo Clearing Services, LLC (ALPHARETTA GA)
PA
08/10/2010 - 04/10/2012
TRIAD ADVISORS, INC. (LAHASKA PA)
PA
07/08/2010 - 08/16/2010
H.D. VEST INVESTMENT SERVICES (NEWTOWN PA)
NJ
01/01/2008 - 11/10/2009
WELLS FARGO ADVISORS, LLC (CHESTER NJ)
NJ
06/04/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHESTER NJ)
PA
01/14/2004 - 06/06/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (HARTSVILLE PA)
MO
03/14/1997 - 01/14/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
OH
10/24/1996 - 03/25/1997
AAG SECURITIES, INC. (CINCINNATI OH)
NJ
08/14/1995 - 10/15/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 12/17/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/20/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2018
Series 31 - Futures Managed Funds Examination
BC
Issued 02/01/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/11/1995
Series 6 - Investment Company Products/Variable Contracts 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
Not sure Sheila Jacobs is the right advisor for you? Invested Better is here to help.
