Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaakob? Claim Your ProfileJaakob Vonholdt Gore is a financial professional with over 20 years of experience in the industry. Jaakob is currently registered with Goldman Sachs & Co. LLC as a registered representative. Prior to this, Jaakob has held positions at RBC Capital Markets, LLC, Citigroup Global Markets Inc., RBS Securities Inc., Wachovia Capital Markets, LLC, Morgan Stanley & Co., Incorporated, Bear, Stearns & Co. Inc. and SunTrust Equitable Securities. Jaakob is licensed to conduct business in New York. Jaakob holds the Series 3, 7, 52, 57, and 63 licenses as well as the SIE.
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.
Earned based on transactions or products sold.
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.
Execution charges, custody, management fee
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2
NY
05/29/2018 - Present
Goldman Sachs & Co. LLC (NEW YORK NY)
NY
05/03/2013 - 10/02/2013
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
NY
05/11/2010 - 05/09/2013
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
CT
03/08/2006 - 03/22/2010
RBS SECURITIES INC. (STAMFORD CT)
NC
03/07/2005 - 03/13/2006
WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)
NY
10/16/2002 - 02/18/2005
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
07/06/1998 - 11/30/1998
BEAR, STEARNS & CO. INC. (NEW YORK NY)
GA
01/02/1998 - 07/01/1998
SUNTRUST EQUITABLE SECURITIES (ATLANTA GA)
GA
07/23/1996 - 01/02/1998
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
BC
Issued 05/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2020
Series 52TO - Municipal Securities Representative Examination
BC
Issued 11/12/2019
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/21/2002
Series 3 - National Commodity Futures Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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