Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Wombolt is a financial advisor with Fidelity Brokerage Services LLC. Jacob has been in the financial services industry since 2017. Jacob holds the Series 6, Series 7, Series 63 and SIE licenses and is registered in 53 states. Previously, Jacob was an advisor with DIRECTED SERVICES LLC.
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
FL
04/08/2019 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
FL
10/13/2017 - 01/17/2019
DIRECTED SERVICES LLC (Jacksonville FL)
BC
Issued 06/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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