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 Warner is a financial advisor with Fidelity Brokerage Services LLC. Jacob has been in the financial industry since February 6, 2020. Jacob is registered with the Financial Industry Regulatory Authority (FINRA) and is a registered representative in 53 states. Jacob is also a registered principal in Colorado. Jacob holds the Series 63, Series 7, Series 9, Series 10, and SIE licenses.
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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CO
02/07/2020 - Present
Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)
BC
Issued 02/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/24/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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