Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Davis is a financial professional who has been in the industry since November 25, 2016. Jacob is currently registered with Lion Street Financial, LLC and is licensed in Texas. Jacob is also licensed in Texas by the state. Prior to joining Lion Street Financial, LLC, Jacob worked at AXA ADVISORS, LLC. Jacob holds the Series 63, SIE and Series 6 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
TX
04/08/2020 - Present
Lion Street Financial, LLC (HOUSTON TX)
TX
12/15/2014 - 04/26/2018
AXA ADVISORS, LLC (HOUSTON TX)
BC
Issued 03/13/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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