Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Jacobs is a financial advisor with LPL Financial LLC, specializing in a wide range of financial services. William has been active in the industry since 2017 and holds a variety of licenses, including Series 6, 7, 63, and 65, as well as the SIE. With a background in both financial services and healthcare, William offers expertise and a client-centric approach to help individuals, families, and businesses achieve their financial goals. William is also a Certified Financial Planner.
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
MA
11/10/2022 - Present
LPL Financial LLC (WILMINGTON MA)
MA
10/11/2017 - 11/03/2022
CITIZENS SECURITIES, INC. (BOSTON MA)
IA
Issued 05/15/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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