Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Lawrence Kelhoffer is a financial advisor with Fidelity Brokerage Services LLC. Jacob has been in the industry since January 2021. Jacob is registered with the Securities and Exchange Commission as a general securities representative. Jacob is also registered with the Financial Industry Regulatory Authority (FINRA). Jacob holds Series 7, Series 9, Series 10, and Series 63 licenses.
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.
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.
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2
OH
01/14/2021 - Present
Fidelity Brokerage Services LLC (CINCINNATI OH)
BC
Issued 01/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/06/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/07/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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