Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Moran is a financial advisor who is currently registered with Nylife Securities LLC in Dallas, TX. Jacob has been in the financial industry since October 6, 2015. Jacob holds a Series 63, Series 7 and SIE license and is registered in Texas. Previously, Jacob was also employed with USAA Financial Advisors, Inc., TD Ameritrade, Inc., and Great Point Capital LLC.
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
07/07/2021 - Present
Nylife Securities LLC (DALLAS TX)
TX
09/27/2016 - 12/09/2019
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
08/26/2014 - 04/19/2016
TD AMERITRADE, INC. (FORT WORTH TX)
TX
11/16/2012 - 10/09/2013
GREAT POINT CAPITAL LLC (AUSTIN TX)
BC
Issued 04/02/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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