Unclaimed
Jacob Reed is a financial professional with over 7 years of experience in the industry. Jacob is currently registered with Empower Financial Services, Inc. and holds Series 63, 7, 24, and SIE licenses. Jacob previously held a registration with Fidelity Brokerage Services LLC. Jacob has a deep understanding of the financial markets and is committed to providing clients with personalized financial advice and guidance.
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
01/03/2023 - Present
Empower Financial Services, Inc. (GREENWOOD VILLAGE CO)
CO
08/14/2015 - 08/12/2020
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
BC
Issued 08/21/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/03/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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