Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Edward Masters is a financial advisor with Cetera Advisor Networks LLC, with over 47 years of experience in the financial industry. Jacob is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7TO, SIE, and Series 1 licenses. He is also registered in Delaware, Florida, Maryland, New York, Ohio, South Carolina, Virginia, Washington, and West Virginia. Jacob's previous employers include Blue Vase Securities, LLC, Conseco Securities, Inc., Conseco Financial Services, Inc., and Southwestern Management & Research Corporation.
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
MD
10/24/2005 - Present
Cetera Advisor Networks LLC (BELTSVILLE MD)
PA
05/06/2002 - 10/24/2005
BLUE VASE SECURITIES, LLC (WASHINGTON PA)
IN
08/05/1998 - 05/06/2002
CONSECO SECURITIES, INC. (CARMEL IN)
IN
07/03/1986 - 08/05/1998
CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)
NA
06/01/1973 - 07/03/1986
SOUTHWESTERN MANAGEMENT & RESEARCH CORPORATION
BC
Issued 01/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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