Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Leif Jobe is a financial advisor with over 30 years of experience. William is currently registered with Ameriprise Financial Services, LLC in Alabama, Florida, Georgia, Mississippi, North Carolina and South Carolina. William has also been previously registered with IDS Life Insurance Company, F & G Securities, Inc. and The O.N. Equity Sales Company. William has a Series 6, 7, 63 and SIE. William is a financial advisor who offers financial planning, pension consulting, asset allocation services, educational seminars, selection of other advisers and portfolio management for businesses and individuals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
AL
02/15/2000 - Present
Ameriprise Financial Services, LLC (Florence AL)
MN
01/10/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
01/07/1989 - 10/05/1992
F & G SECURITIES, INC.
NA
10/18/1981 - 02/17/1989
THE O.N. EQUITY SALES COMPANY
BC
Issued 12/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/14/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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