Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Dorr Webster is a registered representative with RBC Capital Markets, LLC, in New York, NY. Jacob has been in the industry since January 4th, 2024. Jacob has earned Series 7TO, SIE and Series 87 licenses. Jacob is also registered in New York and has successfully completed the Uniform Securities Agent State Law Examination (Series 63). Jacob specializes in providing a variety of financial services including financial planning, portfolio management, selection of other advisers, and pension consulting. Jacob's firm, RBC Capital Markets, LLC is a well-established firm with over 1784 clients and approximately $259,962,335,074 in regulatory assets under management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NY
01/05/2024 - Present
RBC Capital Markets, LLC (NEW YORK NY)
BC
Issued 03/23/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2024
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
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Cboe Exchange, Inc.
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FINRA
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Investors' Exchange LLC
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Long-Term Stock Exchange, Inc.
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MEMX LLC
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MIAX PEARL, LLC
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NYSE American LLC
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NYSE Arca, Inc.
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NYSE Chicago, Inc.
N
NYSE National, Inc.
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Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
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Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
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Nasdaq Stock Market
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New York Stock Exchange
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