Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Bevilacqua is a financial advisor with Commonwealth Financial Network. Jacob has been in the industry since April 2021. Jacob holds the Series 66, Series 7TO, and SIE licenses. Jacob is registered to provide investment advice in Colorado, Florida, Illinois, Kentucky, Massachusetts, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia, and Wisconsin. Jacob is also registered as a Registered Representative with Commonwealth Financial Network. Jacob's previous work experience includes positions at Capital Management Partners, LLC, Envision Physician Services, Rockport Ambulance Department, Massachusetts General Hospital, Beauport Ambulance Service, Cataldo Ambulance Service, Beverly Anesthesia Associates, and Nationwide Anesthesia. Jacob's other business activities include: fixed insurance sales, CRNA, flight nurse, life & disability insurance sales, and referrals to a CPA.
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.
Guidance on pension options to ensure a secure financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
07/12/2021 - Present
Commonwealth Financial Network (Ocala FL)
BOTH
Issued 05/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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