Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Jacobson is a financial advisor with Verdence Capital Advisors, LLC and has been in the industry for over 6 years. Stephen is licensed to provide investment advisory services in Maryland and Virginia. Stephen has a Series 66, Series 7TO, and SIE license. Stephen previously worked at Mason Securities, Inc. in Reston, VA. Stephen holds a Bachelor of Science degree in Business Administration from Liberty University.
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.
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.
Consulting
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.
1
2
VA
06/18/2024 - Present
Verdence Capital Advisors, LLC (Alexandria VA)
VA
07/05/2021 - 12/12/2022
MASON SECURITIES, INC. (RESTON VA)
BOTH
Issued 07/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Stephen Jacobson is the right advisor for you? Invested Better is here to help.
