Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Symour? Claim Your ProfileSymour Jacobs is a financial advisor with over 30 years of experience in the industry. Symour Jacobs is a Certified Financial Planner™ professional, and currently is registered with Wealthcare Advisory Partners LLC, working out of the Downers Grove, Illinois office. Symour Jacobs previously worked with Cambridge Investment Research, Inc. in Downers Grove, IL, and Financial Network Investment Corporation in El Segundo, CA. Symour Jacobs has also worked for Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company in Fort Wayne, IN.
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.
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
PA
10/15/2021 - Present
Wealthcare Advisory Partners LLC (WEST CHESTER PA)
IL
07/01/2003 - 12/31/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (DOWNERS GROVE IL)
CA
08/07/1992 - 07/02/2003
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IN
10/12/1989 - 08/27/1992
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/12/1989 - 08/27/1992
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 11/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1994
Series 7 - General Securities Representative Examination
BC
Issued 10/11/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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