Unclaimed
Jacob Bash is a financial professional with over 25 years of experience in the financial services industry. Jacob is currently registered with Celadon Financial Group LLC. Previously, Jacob has also worked at J.H. Darbie & Co., Inc., Legend Securities, Inc., Thinkorswim, Inc. and Spencer-Winston Securities Corporation. Jacob holds Series 4, 7 and 63 securities licenses and is registered in Nevada, New Jersey and New York. Jacob is a highly experienced and knowledgeable financial advisor with a proven track record of success.
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
06/11/2019 - Present
Celadon Financial Group LLC (Brooklyn NY)
NY
06/14/2016 - 06/03/2019
J.H. DARBIE & CO., INC. (brooklyn NY)
NY
11/06/2008 - 06/10/2016
LEGEND SECURITIES, INC. (BKLYN NY)
IL
12/01/2006 - 12/03/2008
THINKORSWIM, INC. (CHICAGO IL)
NY
06/09/1993 - 06/24/2005
SPENCER-WINSTON SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 07/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/1999
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Jacob Bash is the right advisor for you? Invested Better is here to help.