Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Lylis is a registered representative with Charles Schwab & CO., Inc. Jacob has been in the industry for over 3 years and has a Series 7, Series 63, and Series 66. Jacob was previously registered with Fidelity Brokerage Services LLC. Jacob has experience working with a variety of clients, including individuals and businesses. Jacob is committed to providing his clients with the highest level of service and helping them achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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NH
02/17/2022 - Present
Charles Schwab & CO., Inc. (Bedford NH)
NH
04/15/2019 - 02/11/2021
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 08/09/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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