Unclaimed
Jacob Matthew Wise is a financial advisor with Pruco Securities, LLC, based in San Diego, CA. Jacob has been a registered representative since June 12, 2024. Previously, Jacob was registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jacob holds the Series 66, Series 7TO, and SIE licenses. Jacob is also a tutor and provides educational instruction for K-12 students.
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.
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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.
Compensation from lpl enterprise, llc
1
2
CA
06/12/2024 - Present
Pruco Securities, LLC (SAN DIEGO CA)
CA
01/01/2024 - 05/30/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)
BOTH
Issued 01/26/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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