Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Lance Forman is a financial advisor with Fidelity Personal And Workplace Advisors. Jacob holds Series 7 and Series 66 licenses, as well as the SIE exam. Jacob has been in the financial services industry since April 13, 2017. Previously Jacob was a registered representative at CRI Securities, LLC and Securian Financial Services, Inc. Jacob is registered in 13 states including California, Connecticut, Florida, Hawaii, Massachusetts, Minnesota, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, and Washington. Jacob is a Certified Financial Planner and specializes in retirement planning, college savings, insurance, and estate planning. Jacob also provides financial planning services to individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
09/30/2019 - Present
Fidelity Personal AND Workplace Advisors (SHREWSBURY NJ)
PA
01/23/2017 - 11/03/2017
CRI SECURITIES, LLC (PHILADELPHIA PA)
PA
01/23/2017 - 11/03/2017
SECURIAN FINANCIAL SERVICES, INC. (PHILADELPHIA PA)
BOTH
Issued 03/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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