Unclaimed
Jacob Fahlander is a financial professional with over 7 years of experience in the financial services industry. Jacob is currently registered with Fidelity Brokerage Services LLC. Jacob previously worked at National Financial Services LLC, where Jacob was registered from April 2014 to August 2021. Jacob has passed the Series 7, Series 24, Series 99, and SIE exams. Jacob has held a General Securities Principal license since November 2016.
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
MA
09/15/2021 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
MA
04/21/2014 - 08/16/2021
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
BC
Issued 11/07/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/18/2014
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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