Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Francis Santore is a financial advisor with T. Rowe Price Advisory Services, Inc. Jacob has been in the industry since 2013 and holds several licenses including Series 7, 63, 66 and SIE. Jacob is registered to provide investment advice in 53 states. Jacob provides financial planning and portfolio management services to individuals and corporations. Jacob has a passion for helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d
1
2
MD
03/30/2016 - Present
T. Rowe Price Advisory Services, Inc. (Owings Mills MD)
MD
03/02/2015 - 03/25/2015
MORGAN STANLEY & CO. LLC (BALTIMORE MD)
MD
10/08/2012 - 01/13/2015
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BOTH
Issued 03/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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