Unclaimed
Jacob Robertson is a financial advisor with Nylife Securities LLC. Jacob has been in the industry since 1987 and has a wide range of experience in the financial services industry. Jacob is registered in 28 states. Jacob is currently located at the Alpharetta, GA office of Nylife Securities LLC.
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
GA
03/13/1995 - Present
Nylife Securities LLC (ALPHARETTA GA)
NY
04/10/1987 - 08/03/1994
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 05/29/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/02/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/09/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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