Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Jay Moussa is a financial advisor with over 14 years of experience in the industry. Jacob has been registered with FINRA since 2005 and is currently affiliated with Starwood Capital, LLC. Jacob has a wide range of experience in the financial services industry, having previously worked at OWL ROCK SECURITIES and CNL SECURITIES CORP. Jacob holds multiple industry licenses including Series 7, Series 63, Series 24, Series 99TO and SIE. Jacob is registered in 53 states and the District of Columbia.
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
01/22/2018 - Present
Starwood Capital, LLC (New York NY)
NY
01/28/2017 - 12/05/2017
OWL ROCK SECURITIES (NEW YORK NY)
FL
09/29/2011 - 04/08/2016
CNL SECURITIES CORP. (ORLANDO FL)
FL
09/22/2008 - 12/01/2009
CNL SECURITIES CORP. (ORLANDO FL)
FL
08/25/2005 - 05/31/2007
CNL SECURITIES CORP. (ORLANDO FL)
BC
Issued 09/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jacob Moussa is the right advisor for you? Invested Better is here to help.
