Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Colling is a financial advisor with Moelis & Co. LLC, a firm headquartered in HOUSTON, Texas. Jacob Colling has over 2 years of experience in the industry. Jacob Colling is licensed in Texas. Jacob Colling holds a Series 63, Series 79TO, and SIE license. Jacob Colling previously worked at CASCADIA 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
01/24/2024 - Present
Moelis & Co. LLC (HOUSTON TX)
TX
07/31/2023 - 01/19/2024
CASCADIA CAPITAL, LLC (AUSTIN TX)
BC
Issued 08/05/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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