Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Jacobs is a financial advisor with Fidelity Personal And Workplace Advisors. Howard has over 10 years of experience in the financial services industry. Howard is a licensed investment advisor representative and holds Series 66, 7 and SIE licenses. Howard has worked with clients in a variety of industries, including insurance, banking, and financial services. Howard specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
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2
SC
08/23/2021 - Present
Fidelity Personal AND Workplace Advisors (INDIAN LAND SC)
NC
01/03/2019 - 06/14/2021
PRUCO SECURITIES, LLC. (CHARLOTTE NC)
NC
06/18/2018 - 11/15/2018
FIRST COMMAND FINANCIAL PLANNING, INC. (Charlotte NC)
SC
02/03/2017 - 08/02/2017
EDWARD JONES (INDIAN LAND SC)
SC
05/18/2015 - 11/07/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLESTON SC)
NC
08/28/2009 - 05/18/2010
AMERIPRISE FINANCIAL SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 06/22/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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