Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob David Coleman is a licensed financial professional in New York. He is currently registered with Bankers Life Securities, Inc., a firm that specializes in life insurance and annuity products. Jacob has been in the industry for less than a year, having passed the Series 63, Series 6TO and the SIE exams in early 2024. Jacob's focus is on helping clients navigate the world of investments, with a particular emphasis on variable contracts.
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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NY
03/01/2024 - Present
Bankers Life Securities, Inc. (Syracuse NY)
BC
Issued 04/05/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/29/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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