Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Carrier is a financial professional with experience in the financial services industry. Jacob has been working in the industry since July 1, 2019. Jacob is registered as a Registered Representative with PFS Investments Inc. Jacob is also registered as an Investment Advisor Representative with PFS Investments Inc. Jacob is currently associated with PFS Investments Inc. and is located in their Canandaigua, NY office. Jacob is also a licensed insurance agent in New York. In addition to his role as a Registered Representative, Jacob has other business activities that include the sale of investment-related products for companies affiliated with PFS Investments Inc. Jacob also receives non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. for part-time referrals of home security and automation products, as well as other home related services. Jacob holds the following licenses and registrations: Series 6, Series 63, Series 65, and SIE. Jacob has a total of 2 state exams, 2 product exams and 0 principal exams on their record.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
11/12/2021 - Present
PFS Investments Inc. (CANANDAIGUA NY)
IA
Issued 11/03/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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