Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Marley is a financial professional with over 20 years of experience in the financial services industry. Jacob has held various positions at several firms, including MetLife Investors Distribution Company, MetLife Securities Inc, and New England Securities. Jacob is currently a registered representative with Equity Services, Inc., a firm that provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. Jacob is dedicated to providing personalized financial advice and guidance to help clients achieve 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.
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
03/15/2019 - Present
Equity Services, Inc. (ADDISON TX)
RI
12/05/2012 - 10/06/2015
METLIFE INVESTORS DISTRIBUTION COMPANY (WEST WARWICK RI)
RI
07/13/2011 - 10/06/2015
METLIFE SECURITIES INC. (WEST WARWICK RI)
RI
12/05/2012 - 12/12/2014
NEW ENGLAND SECURITIES (WEST WARWICK RI)
RI
10/03/2008 - 06/14/2011
CCO INVESTMENT SERVICES CORP. (SMITHFIELD RI)
MA
11/20/2003 - 09/12/2008
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MN
01/31/2002 - 07/28/2003
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
NY
11/21/2000 - 11/29/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
08/14/2000 - 10/02/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
05/31/2000 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BOTH
Issued 11/28/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 05/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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