Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Logan Jacobs is a financial advisor at U.s. Bancorp Investments, Inc. Zachary has been in the financial services industry since February 2023 and has offices in Charlotte, North Carolina. Zachary is a licensed representative of U.s. Bancorp Investments, Inc. and holds the Series 63, Series 79TO and SIE licenses. Zachary works with clients in the areas of financial planning and portfolio management.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
NC
02/13/2023 - Present
U.s. Bancorp Investments, Inc. (Charlotte NC)
BC
Issued 06/10/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 02/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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