Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Basel is a financial advisor registered with GT Securities, Inc. in Los Angeles, California. Jacob has been in the industry for 3 years and holds Series 7, 79, 63 and SIE licenses. Prior to joining GT Securities, Inc., Jacob worked at Northwestern Mutual Investment Services, LLC in San Diego, California, and UBS Securities LLC in New York, New York. Jacob is registered in California and Florida.
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
CA
01/06/2023 - Present
GT Securities, Inc. (LOS ANGELES CA)
CA
06/23/2021 - 09/16/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAN DIEGO CA)
NY
08/13/2018 - 10/27/2020
UBS SECURITIES LLC (NEW YORK NY)
BC
Issued 08/15/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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