Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Ellis Voorhees has been a financial professional since 2001 and is currently registered with Finalis Securities LLC. Jacob has a wide range of experience in the financial services industry, having worked at several firms in Boston and Houston before joining Finalis Securities. Jacob holds a Series 7, Series 63, Series 79TO and SIE licenses. Jacob is currently registered in California, Colorado, Massachusetts, Nevada, and Virginia.
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
NY
03/09/2023 - Present
Finalis Securities LLC (New York NY)
MA
01/13/2005 - 02/02/2023
CAPSTONE PARTNERS (BOSTON MA)
MA
12/16/2002 - 08/27/2003
PCF PROVIDENT CAPITAL MARKETS, INC. (BOSTON MA)
TX
05/24/2001 - 05/09/2002
ANDERSEN CORPORATE FINANCE LLC (HOUSTON TX)
BC
Issued 04/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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