Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Swartz is a registered representative with Vanguard Marketing Corp. in Charlotte, NC. Jacob has been in the securities industry since February 10, 2021. Jacob holds Series 7TO, Series 63 and SIE licenses. Jacob is registered with the state of North Carolina and Pennsylvania.
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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NC
02/11/2021 - Present
Vanguard Marketing Corp. (CHARLOTTE NC)
BC
Issued 02/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/09/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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