Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Savitz is a Registered Representative at Bofa Securities, Inc. Jacob holds a Series 79TO, Series 63, and SIE license and is registered in the state of New York. Jacob has been in the securities industry for a short time and has a strong background in Investment Banking.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
NY
08/29/2023 - Present
Bofa Securities, Inc. (NEW YORK NY)
BC
Issued 08/26/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/11/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jacob Savitz is the right advisor for you? Invested Better is here to help.
