Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Eliahu Shulam is an advisor with LPL Financial LLC. Jacob has been in the financial services industry since 1983 and has experience at several firms, including VOYA FINANCIAL ADVISORS, INC. and INVESTORS CAPITAL CORP.. Jacob has Series 6, Series 7 and SIE licenses and is a Chartered Financial Consultant.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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AZ
04/30/2021 - Present
LPL Financial LLC (LAKE HAVASU CITY AZ)
NH
10/30/2015 - 05/03/2021
VOYA FINANCIAL ADVISORS, INC. (LACONIA NH)
MA
12/03/2004 - 11/11/2015
INVESTORS CAPITAL CORP. (DANVERS MA)
MA
03/24/2004 - 11/29/2004
SENTINEL SECURITIES, INC. (WAKEFIELD MA)
MA
12/07/2001 - 03/23/2004
DETWILER, MITCHELL, FENTON & GRAVES, INC. (BOSTON MA)
MA
02/12/1991 - 12/06/2001
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
CT
05/31/1983 - 03/11/1991
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
BC
Issued 06/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1991
Series 7 - General Securities Representative Examination
BC
Issued 05/26/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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