Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Jacoby is a financial advisor with Fidelity Brokerage Services LLC. Derek holds Series 3, 7TO, and 63 licenses. Derek has been active in the industry since 2020. Previously, Derek was with TD Ameritrade, Inc.
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.
1
2
RI
01/10/2024 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
NE
05/20/2020 - 08/10/2023
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 05/29/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2022
Series 3 - National Commodity Futures Examination
BC
Issued 05/20/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Derek Jacoby is the right advisor for you? Invested Better is here to help.
