Unclaimed
Jacob C Wilson is a securities professional registered with Flourish Financial LLC. Jacob has been in the securities industry since February 2023 and has a Series 7TO, Series 63, and SIE. Jacob's current registration status is active in 53 states, District of Columbia, 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
NY
02/24/2023 - Present
Flourish Financial LLC (New York NY)
BC
Issued 04/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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