Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Frederick Eckart is a financial advisor who has been working in the industry since 1983. Jacob is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been with the firm since 2008. Prior to his current position, Jacob worked at UBS Financial Services Inc. and PaineWebber Incorporated. Jacob has a wide range of experience in the financial services industry and is committed to providing his clients with the highest level of service.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
10/28/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SOUTHAMPTON NY)
NY
11/03/1989 - 12/16/2008
UBS FINANCIAL SERVICES INC. (SOUTHAMPTON NY)
NA
10/16/1989 - 10/26/1989
PAINEWEBBER INCORPORATED
NY
02/12/1985 - 10/21/1989
COWEN & CO. (NEW YORK NY)
NA
12/20/1983 - 02/20/1985
ADVEST, INC.
NA
06/23/1983 - 12/27/1983
ROBB & ROBB, INCORPORATED
NA
04/19/1983 - 06/08/1983
BLINDER, ROBINSON & CO.,INC.
IA
Issued 04/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/14/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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