Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Jin suk Kocher is a financial advisor who is registered with LPL Financial LLC. Jacob has over 2 years of experience in the financial services industry. Jacob is licensed to offer investment advice in the states of New York and Florida. Jacob has passed the Series 63, Series 66, Series 7 and SIE exams. Prior to joining LPL Financial LLC, Jacob was affiliated with Northwestern Mutual Investment Services, LLC. Jacob holds a business background at ESL Investment Services, LLC and has a range of experience in various sectors including hospitality, catering, and customer service.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
08/13/2024 - Present
LPL Financial LLC (WEBSTER NY)
NY
02/22/2022 - 09/12/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Pittsford NY)
BOTH
Issued 06/13/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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