Unclaimed
Jacob Zinser is a financial professional with over 6 years of experience in the industry. Jacob is currently registered with Fidelity Brokerage Services LLC, and is licensed in 53 states and the District of Columbia. Prior to joining Fidelity Brokerage Services LLC, Jacob was also registered with Fidelity Brokerage Services LLC. Jacob holds the Series 63, SIE and Series 7 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
KY
08/12/2020 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
KY
06/03/2014 - 11/03/2018
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BC
Issued 06/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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