Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Freeman Peck is a financial advisor with over 12 years of experience in the financial services industry. Jacob is currently registered with TD Private Client Wealth LLC in Exton, PA and also serves clients in Delaware, Massachusetts, New Jersey, Ohio, and Pennsylvania. Jacob is a highly skilled financial professional with a diverse background, having previously worked with PNC Investments and Wachovia Securities. Jacob holds Series 6, 7, 63, and 66 licenses and the SIE exam. He provides financial planning and portfolio management services to a variety of clients, including individuals, families, businesses, and charitable organizations. Jacob is committed to helping clients achieve their financial goals and providing them with the personalized guidance they need.
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.
A percentage of the total value of assets under management is charged.
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2
PA
02/08/2016 - Present
TD Private Client Wealth LLC (EXTON PA)
PA
10/30/2014 - 01/27/2016
PNC INVESTMENTS (Paoli PA)
PA
05/16/2007 - 01/02/2008
WACHOVIA SECURITIES, LLC (PHILADELPHIA PA)
PA
04/24/2006 - 04/02/2007
PNC INVESTMENTS (PHILADELPHIA PA)
PA
04/01/2005 - 01/19/2006
PNC INVESTMENTS (PITTSBURGH PA)
BOTH
Issued 12/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/31/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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