Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Block is a financial advisor with over 14 years of experience in the industry. Jacob is currently registered with Foreside Fund Services, LLC in Washington, DC. Jacob has held previous roles at several firms, including Deutsche Bank Securities Inc., Nomura Securities International, Inc., Banc of America Securities LLC, Credit Suisse First Boston Corporation, and Schroder & Co. Inc. Jacob holds the Series 63, Series 7, and SIE licenses. Jacob is licensed in 51 states.
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
DC
06/22/2021 - Present
Foreside Fund Services, LLC (Washington DC)
CA
10/12/2016 - 12/23/2019
DEUTSCHE BANK SECURITIES INC. (SAN FRANCISCO CA)
CA
06/18/2009 - 09/04/2015
NOMURA SECURITIES INTERNATIONAL, INC. (SAN FRANCISCO CA)
NY
12/06/2004 - 06/14/2006
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
05/22/2000 - 10/24/2001
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NY
05/13/1998 - 03/29/2000
SCHRODER & CO. INC. (NEW YORK NY)
BC
Issued 07/01/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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