Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Jakobovic is an investment advisor representative at Heritage Wealth Advisors. Steven Jakobovic has been in the industry since 2010. Steven Jakobovic is registered with the state of Virginia as an Investment Advisor Representative. Steven Jakobovic has a Series 65 license. Heritage Wealth Advisors is a Registered Investment Adviser with the SEC.
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.
Personalized portfolio management to meet individual financial objectives.
Tax preparation
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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VA
10/11/2023 - Present
Heritage Wealth Advisors (RICHMOND VA)
IA
Issued 01/12/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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