Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Jacobs is an Investment Advisor Representative with HBW Advisory Services LLC. Steven is a seasoned professional with extensive experience in the financial services industry. Steven's career spans over two decades, working with various firms such as Cetera Advisor Networks LLC, HBW Securities LLC, and American General Securities Incorporated. Steven is committed to helping individuals and businesses achieve their financial goals. Steven offers a range of financial planning and investment management services, including financial planning, asset management, and third-party money 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
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
OH
04/18/2019 - Present
HBW Advisory Services LLC (Springfield OH)
OH
06/26/2017 - 12/31/2022
CETERA ADVISOR NETWORKS LLC (SPRINGFIELD OH)
OH
03/24/2006 - 07/24/2017
HBW SECURITIES LLC (SPRINGFIELD OH)
OH
06/20/2005 - 12/31/2005
AMERICAN GENERAL SECURITIES INCORPORATED (SPRINGFIELD OH)
FL
07/15/2003 - 03/11/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
07/18/2002 - 07/16/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
12/05/1996 - 06/11/2002
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 03/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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