Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Dillon Offield is a financial professional with over five years of experience in the financial services industry. Jacob holds a Series 7, Series 63, Series 9, and SIE licenses. Jacob is currently registered with National Financial Services LLC and is located in Westlake, Texas. Previously, Jacob was employed by Fidelity Brokerage Services LLC, also in Westlake, Texas.
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
TX
09/26/2022 - Present
National Financial Services LLC (WESTLAKE TX)
TX
10/02/2017 - 07/12/2022
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 08/25/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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