Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Collazo is a financial advisor with over 16 years of experience in the financial services industry. Jacob is currently registered with Fidelity Brokerage Services LLC. Jacob previously worked for TD Ameritrade Clearing, Inc. and National Financial Services LLC. Jacob is licensed to sell securities in Texas, Massachusetts and Utah. Jacob holds Series 7, Series 24 and Series 63 licenses.
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
TX
07/12/2021 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
08/01/2018 - 06/08/2021
TD AMERITRADE CLEARING, INC. (Southlake TX)
TX
07/27/2007 - 07/12/2018
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
TX
08/15/2005 - 06/19/2007
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 09/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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