WJ
Winfred Jacob
from Level Financial Advisors, Inc.
Winfred Jacob is a financial advisor based in New York, Amherst,
with 8 years of experience. Winfred currently works for
Level Financial Advisors, Inc..
Winfred maintains a S63 license (Uniform Securities Agent State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Winfred Jacob works at Level Financial Advisors, Inc.
Level Financial Advisors, Inc. is a financial advisor based in Amherst, New York. It currently has around $529,563,529 of assets under management and employs approximately 14 people. The main advice areas covered by Level Financial Advisors, Inc. are: financial planning services, portfolio management for individuals and/or small businesses, pension consulting services, publication of periodicals or newsletters and educational seminars/workshops. Level Financial Advisors, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
8 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
9310 Transit Road, Suite 300, Amherst, New York, 14051