Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Muntzel is a financial professional with Fidelity Brokerage Services LLC, a firm headquartered in WESTLAKE, TX. Jacob has been in the financial services industry since 2022. Jacob holds the Series 63, 7TO and SIE licenses. Jacob is registered in 53 states and the District of Columbia.
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
TX
03/02/2022 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
BC
Issued 04/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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