Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Jacobs is an investment advisor representative associated with LPL Financial LLC. Vincent has been working in the financial services industry for seven years. Vincent holds a Series 7, Series 66 and SIE licenses. Vincent provides financial planning services to individuals and businesses and specializes in investments, insurance, and retirement planning. Vincent is registered in the following states: Arizona, California, Colorado, Florida, Georgia, Maryland, Texas, and Wyoming.
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.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
08/08/2024 - Present
LPL Financial LLC (HUNTINGTON BEACH CA)
CA
06/27/2017 - 07/08/2024
EDWARD JONES (LONG BEACH CA)
BOTH
Issued 07/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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