Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eva? Claim Your ProfileEva M. Jacob is a financial advisor with over 8 years of experience in the financial services industry. Eva is currently registered with Blackrock Investment Management, LLC and is a Certified Financial Planner. Eva has held previous roles at MML Investors Services, LLC, MetLife Securities Inc. and New England Securities. Eva has a strong track record of providing financial advice to individuals, families, and businesses. Eva's areas of expertise include investment management, retirement planning, and estate planning.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
01/24/2022 - Present
Blackrock Investment Management, LLC (BOSTON MA)
MA
01/14/2016 - 12/23/2021
MML INVESTORS SERVICES, LLC (BOSTON MA)
MA
01/02/2015 - 11/18/2015
METLIFE SECURITIES INC. (BOSTON MA)
MA
11/14/2014 - 01/02/2015
NEW ENGLAND SECURITIES (BOSTON MA)
BOTH
Issued 04/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/04/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 11/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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