Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Short has been in the financial services industry since 1988 and is currently registered with Commonwealth Financial Network. Jacob holds the Series 7, 6, and 63 securities licenses and the Series 65 investment advisor license. Jacob provides financial planning and investment management services to a variety of clients, including individuals, families, businesses, and retirement plans. Jacob is dedicated to helping clients reach their financial goals.
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.
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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TX
12/19/2003 - Present
Commonwealth Financial Network (INGRAM TX)
NY
07/09/2001 - 12/31/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
04/13/1998 - 06/29/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
11/23/1990 - 03/27/1998
MONY SECURITIES CORP. (NEW YORK NY)
NJ
10/12/1988 - 11/05/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 10/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/11/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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