Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Jacobs is a financial advisor with Truist Advisory Services, Inc. Alex has been in the industry since 2007 and is registered with the state of Virginia. They hold Series 6, 7, 63, and 66 securities licenses, as well as the SIE. Alex has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, New England Securities, BA Investment Services, Inc., Equico Securities, Inc., The Equitable Life Assurance Society of the United States, and Pruco Securities Corporation. They provide financial planning, portfolio management for businesses and individuals, and publication of periodicals. Alex specializes in providing services to individuals, high-net-worth individuals, corporations or other businesses, and charitable organizations.
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.
Wrap fee product and financial profiling services using desktop software
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
VA
11/14/2024 - Present
Truist Advisory Services, Inc. (STAFFORD VA)
CA
04/04/2011 - 10/03/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA ROSA CA)
NY
08/12/1998 - 09/08/1999
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
09/03/1997 - 06/24/1998
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
NY
12/10/1993 - 11/10/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
12/10/1993 - 11/10/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NJ
07/06/1992 - 12/09/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 06/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/28/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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