Unclaimed
Jacob E Dodd is a registered representative with Morgan Stanley & Co. LLC, a firm with a strong presence in the financial services industry. Jacob joined the firm on July 31, 2023, and holds the Series 79TO and SIE licenses, demonstrating expertise in the investment banking field. With a focus on providing comprehensive financial solutions, Jacob E Dodd is dedicated to assisting clients with their investment needs and navigating the complex world of finance.
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.
1
2
CA
07/31/2023 - Present
Morgan Stanley & Co. LLC (Menlo Park CA)
BC
Issued 07/31/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jacob Dodd is the right advisor for you? Invested Better is here to help.