Unclaimed
Jacob Holfort is a registered representative with TD Securities (USA) LLC. Jacob joined the firm on September 2, 2022. Jacob holds the Series 7TO, Series 63 and SIE licenses. Jacob has a history of working in the securities industry and has been active in the industry since September 1, 2022. Jacob is registered with the Financial Industry Regulatory Authority (FINRA) and is also registered in 52 states.
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.
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.
1
2
NY
09/02/2022 - Present
TD Securities (usa) LLC (NEW YORK NY)
BC
Issued 09/13/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/03/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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