Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob F. Civiello is a financial advisor at Janney Montgomery Scott LLC, based in Portland, ME. Jacob has been in the financial industry since 2006 and is registered to conduct business in Maine, Massachusetts and New York. Jacob is a Series 7 and Series 63 licensed advisor and holds the SIE, Series 86 and Series 87 designations. Jacob specializes in providing financial planning services, pension consulting, educational seminars, selection of other advisors and portfolio management for businesses and individuals.
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.
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.
Fee plus commission
1
2
ME
05/31/2019 - Present
Janney Montgomery Scott LLC (Portland ME)
ME
02/29/2008 - 02/12/2019
RBC CAPITAL MARKETS, LLC (PORTLAND ME)
ME
01/01/2006 - 02/29/2008
RBC CAPITAL MARKETS CORPORATION (PORTLAND ME)
BC
Issued 02/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2006
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 06/20/2006
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/29/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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