Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob D. Sorensen is a financial advisor based in New York, NY, and has been in the securities industry since July 10, 2002. Jacob currently works for Middlegate Securities Inc. and has been registered with them since August 13, 2020. Jacob has previously worked at AMUNI FINANCIAL, INC. and CITY SECURITIES CORPORATION. Jacob holds a Series 7 and a Series 63 license. Jacob is registered with the Financial Industry Regulatory Authority (FINRA) and is registered to sell securities in all 50 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.
1
2
NY
08/13/2020 - Present
Middlegate Securities Inc. (NEW YORK NY)
FL
02/01/2017 - 03/20/2020
AMUNI FINANCIAL, INC. (ST. PETERSBURG FL)
FL
08/12/2013 - 12/31/2016
CITY SECURITIES CORPORATION (ST. PETERSBERG FL)
FL
01/16/2002 - 08/12/2013
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
04/02/2012 - 03/14/2013
MORGAN KEEGAN & COMPANY, INC. (ST. PETERSBURG FL)
BC
Issued 06/06/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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