Unclaimed
Jacob Howard Qualls is a financial professional with over 10 years of experience in the financial services industry. Jacob holds a Series 6, 7, 63, and 65 licenses. Jacob is currently registered with Mutual Of America Securities LLC and is located in Kirkland, Washington. Previously, Jacob was associated with Mutual of America Life Insurance Company and Pruco Securities, LLC. Jacob has demonstrated expertise in a variety of investment products and services, including mutual funds, variable annuities, and life insurance.
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
WA
06/26/2013 - Present
Mutual OF America Securities LLC (Kirkland WA)
WA
06/26/2013 - 10/15/2020
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (Kirkland WA)
WA
03/05/2010 - 03/07/2013
PRUCO SECURITIES, LLC. (ENUMCLAW WA)
IA
Issued 03/12/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/04/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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