Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Daniel Curtis is a registered representative at Bourne Partners Securities, LLC in Charlotte, North Carolina. Jacob holds the Series 63, Series 79TO, and SIE licenses. Jacob has over two years of experience in the financial services industry. Jacob was previously registered with Crosstree Capital Securities, LLC in Tampa, Florida and Bourne Partners Securities, LLC in Charlotte, North Carolina.
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
NC
07/25/2023 - Present
Bourne Partners Securities, LLC (CHARLOTTE NC)
FL
03/30/2021 - 01/27/2022
CROSSTREE CAPITAL SECURITIES, LLC (TAMPA FL)
NC
12/17/2020 - 02/25/2021
BOURNE PARTNERS SECURITIES, LLC (CHARLOTTE NC)
BC
Issued 01/26/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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