Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Winfred? Claim Your ProfileWinfred Jacob is a financial advisor with Level Financial Advisors, Inc. Winfred has over 30 years of experience in the financial services industry. Winfred holds the Series 6 and Series 63 licenses and is a Certified Financial Planner and a Chartered Financial Consultant. Winfred is also licensed to provide insurance services and is a registered representative in New York. Winfred is committed to providing his clients with personalized financial advice and guidance. He specializes in helping individuals and families develop and implement financial plans to meet their unique needs and goals. Winfred also provides investment management and retirement planning services to his clients. Winfred is a dedicated and experienced financial advisor with a passion for helping his clients achieve their financial goals.
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.
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.
1
2
NY
08/13/2021 - Present
Level Financial Advisors, Inc. (EAST AMHERST NY)
NY
08/29/2008 - 10/20/2016
CADARET, GRANT & CO., INC. (WELLSVILLE NY)
NY
05/12/2006 - 09/26/2008
CAMBRIDGE INVESTMENT RESEARCH, INC. (WELLSVILLE NY)
NY
08/01/2002 - 05/23/2006
METLIFE SECURITIES INC. (WELLSVILLE NY)
NY
08/01/2002 - 05/23/2006
METROPOLITAN LIFE INSURANCE COMPANY (WELLSVIEW NY)
NY
02/22/2001 - 08/15/2002
WALL STREET FINANCIAL GROUP, INC. (VICTOR NY)
MO
03/25/1999 - 03/19/2001
FFP SECURITIES, INC. (CHESTERFIELD MO)
MA
03/01/1996 - 03/01/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
07/12/1995 - 02/02/1996
WALL STREET FINANCIAL GROUP, INC. (VICTOR NY)
IL
11/08/1993 - 05/26/1995
PMG SECURITIES CORPORATION (ELGIN IL)
VT
11/05/1992 - 11/08/1993
EQUITY SERVICES, INC. (MONTPELIER VT)
NY
02/20/1990 - 11/03/1992
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
VT
01/24/1984 - 02/13/1990
EQUITY SERVICES, INC. (MONTPELIER VT)
BC
Issued 01/19/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Winfred Jacob is the right advisor for you? Invested Better is here to help.
