Unclaimed
Ari Jacobs is a financial professional with over 10 years of experience in the financial industry. Currently, Ari is a Registered Representative at Aon Securities LLC, where Ari focuses on providing investment advice and services to clients. Prior to joining Aon Securities LLC, Ari worked at Citigroup Global Markets Inc. Ari holds the Series 63, Series 7, and Series 24 licenses.
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.
Fairness opinions
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.
1
2
IL
01/31/2011 - Present
AON Securities LLC (CHICAGO IL)
NY
08/07/2007 - 03/05/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 08/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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