Unclaimed
Jacob Arinus is a financial advisor in Boca Raton, FL, with 36 years of experience in the industry. Jacob is registered with Raymond James & Associates, Inc. and has a Series 6, Series 7, and SIE license. Jacob is currently registered to offer investment advice in 14 states. Before joining Raymond James & Associates, Inc., Jacob worked at Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Jacob provides financial planning services to individuals, businesses, insurance companies, charitable organizations, corporations, pension and profit-sharing plans, and state or municipal government entities.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
03/28/2016 - Present
Raymond James & Associates, Inc. (BOCA RATON FL)
FL
06/01/2009 - 03/28/2016
MORGAN STANLEY (BOCA RATON FL)
FL
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
NY
03/18/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/02/1990 - 03/22/1991
JESUP, JOSEPHTHAL SECURITIES CO., INC.
NA
08/14/1989 - 01/29/1990
J. T. MORAN & CO., INC.
NJ
09/24/1987 - 08/17/1989
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 10/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
BC
Issued 09/23/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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