Unclaimed
Jacob Hanley has over 15 years of experience in the financial services industry. Jacob is currently registered with Pine Distributors LLC, a broker-dealer based in Denver, Colorado. Jacob has previously been employed with FORESIDE FUND SERVICES, LLC, PEOPLE'S SECURITIES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and AMERIPRISE FINANCIAL SERVICES, INC. Jacob holds FINRA Series 3, 7, 24, 66 and SIE licenses. Jacob is licensed in all 50 states.
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.
1
2
CO
07/19/2024 - Present
Pine Distributors LLC (DENVER CO)
VT
01/18/2018 - 07/19/2024
FORESIDE FUND SERVICES, LLC (BURLINGTON VT)
VT
10/06/2015 - 01/11/2018
PEOPLE'S SECURITIES, INC. (WILLISTON VT)
CT
04/25/2011 - 10/02/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MYSTIC CT)
CT
03/04/2009 - 04/28/2011
AMERIPRISE FINANCIAL SERVICES, INC. (MYSTIC CT)
BOTH
Issued 04/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2018
Series 3 - National Commodity Futures Examination
BC
Issued 03/03/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jacob Hanley is the right advisor for you? Invested Better is here to help.