Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Maggy is an investment advisor representative with Masterworks Advisers, LLC. Jacob is registered in New York and Texas. Jacob has been in the industry for 4 years. Jacob holds the Series 66, Series 7TO and SIE exams. Jacob previously worked at Arete Wealth Management, LLC, Independent Brokerage Solutions LLC, and AXA Advisors, LLC. Jacob is currently involved in Masterworks, LLC, an alternative investment platform. Jacob has experience with portfolio management for individuals and pooled investment vehicles.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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NY
06/30/2023 - Present
Masterworks Advisers, LLC (NEW YORK NY)
NY
11/01/2021 - 12/31/2022
ARETE WEALTH MANAGEMENT, LLC (New York NY)
NY
06/05/2020 - 11/02/2021
INDEPENDENT BROKERAGE SOLUTIONS LLC (New York NY)
NY
11/22/2019 - 06/05/2020
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 01/09/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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