Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Epstein is a financial advisor with Fidelity Personal AND Workplace Advisors. Jacob has been in the industry since 2018 and has experience in the financial services sector. Jacob holds FINRA Series 66, Series 24, SIE and Series 7 licenses. Jacob also holds the Certified Financial Planner designation. Jacob is registered in Arizona, California, Florida, Illinois, Minnesota, Nevada, New Hampshire, New Mexico, Texas, Utah and Wyoming. Jacob provides financial planning, portfolio management for individuals and businesses, and educational seminars.
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
NV
04/26/2022 - Present
Fidelity Personal AND Workplace Advisors (HENDERSON NV)
NV
12/19/2017 - 03/15/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Las Vegas NV)
BOTH
Issued 01/22/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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