Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Vierling is an investment advisor representative at Fidelity Personal And Workplace Advisors. Jacob has been in the securities industry for 2 years. Jacob holds the Series 66, Series 9, Series 10 and Series 7TO licenses, as well as the SIE exam. Jacob is registered in 56 states and districts as an Investment Advisor Representative. Jacob Vierling is a licensed securities professional who has provided services to high net worth individuals, individuals other than high net worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations.
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
KY
12/01/2021 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
BOTH
Issued 09/13/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/27/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Jacob Vierling is the right advisor for you? Invested Better is here to help.
