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Jacob Goodstein

Fidelity Brokerage Services LLC

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About Jacob Goodstein

Jacob Goodstein is a registered representative with Fidelity Brokerage Services LLC. Jacob has been in the securities industry since October 10, 2022. Jacob holds the Series 7, Series 63 and SIE licenses and is registered in 53 states and the District of Columbia. Prior to joining Fidelity Brokerage Services LLC, Jacob worked at VANGUARD MARKETING CORPORATION.

Firm Information

Jacob Goodstein is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jacob Goodstein’s Registration & Firm History

KY

03/22/2023 - Present

Fidelity Brokerage Services LLC (COVINGTON KY)

PA

10/04/2022 - 03/14/2023

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BC

Issued 09/02/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/04/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/13/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jacob Goodstein.
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