Jacob Figueira
Vice President - Sr. Financial Consultant
- Role
- Sr VP - Financial Consultant at Charles Schwab
- Location
- Walnut Creek, CA, US
- LinkedIn followers
- 500 followers
About Jacob Figueira
As a Schwab Financial Consultant, it’s my job to help you create a better financial life. I will collaborate with you to help build a plan defined by your goals. I am committed to providing advice unique to your situation that is clear, relevant, and actionable, and I’ll work hard to find solutions and strategies that are right for you.I can assist you with:• Wealth management• Investing• Portfolio analysis• College planning• And moreAnd you’ll benefit from Schwab’s modern approach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances.The best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call me at 92••••••42 or email me at: j••••••••@schwab.com.
Experience
Sr VP - Financial Consultant
Oct 2020 — Present · Walnut Creek, CA, US
Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only.For other important information and disclosures please visit: 2017 Charles Schwab Corporation, All rights reserved. Unauthorized access is prohibited.BROKERAGE PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE
Education
California Polytechnic State University-San Luis Obispo
Finance, General
2002 — 2004
San José State University
Bachelor’s Degree, Finance, General
2004 — 2007
Skills
- Series 63
- Strategic Planning
- Finance
- Portfolio Management
- Series 7
- College Education Planning
- Sales
- Retirement Planning
- Growth Strategies
- Finra
- Retirement Income Strategies
- Asset Allocation
- Mutual Funds
- Risk Management
- Microsoft Word
- Leadership
- Microsoft Excel
- Equities
- Financial Planning
- Asset Management
- Wealth Management
- Management
- Financial Services
- Investments
- Sales Management
- Series 24
- Series 66
- Customer Service
- Training
- Securities
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.