Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Benjamin Kowalski is a financial professional registered with Fidelity Brokerage Services LLC. Jacob has been active in the industry since April 11, 2024, and holds the Series 7TO, Series 63, and SIE exams. Jacob is registered in all 50 states, Puerto Rico, and the Virgin Islands.
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.
1
2
CO
04/12/2024 - Present
Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)
BC
Issued 04/24/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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