Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ben? Claim Your ProfileBen Jacoby is a registered representative with Wood Warren & Co. Securities, LLC. Ben has been in the financial services industry since January 31, 2012. Ben is licensed to provide securities and investment advice in California. Ben has passed the Series 7, Series 63, Series 79, and Series 24 examinations.
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.
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.
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2
CA
02/06/2014 - Present
Wood Warren & Co. Securities, LLC (San Francisco CA)
MA
01/26/2012 - 01/30/2014
CCA CAPITAL LLC (BOSTON MA)
BC
Issued 02/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2012
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 01/25/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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