Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Koby Dardashti is an investment advisor representative who has been in the industry since December 20, 2020. Jacob is currently registered with Alliancebernstein LP in Los Angeles, California. Jacob holds Series 63, 66 and 7TO licenses and is registered in California. Jacob has a Bachelor of Arts degree in Economics from the University of Texas at Austin. Prior to joining Alliancebernstein LP, Jacob worked at Sanford C. Bernstein & Co., LLC in Los Angeles, California.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
03/03/2023 - Present
Alliancebernstein LP (Los Angeles CA)
BOTH
Issued 03/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jacob Dardashti is the right advisor for you? Invested Better is here to help.
