Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob McKean is a registered representative with Neuberger Berman BD LLC in New York, NY. Jacob has been in the industry since 2018. Jacob has passed the Series 66, Series 4, Series 24, SIE, and Series 7 exams. In addition to working with Neuberger Berman BD LLC, Jacob is a managing member of 38-40- Summit LLC, a single-member LLC dedicated to real estate investing, and is a real estate broker for Compass, Inc.
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.
A percentage of the total value of assets under management is charged.
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NY
04/19/2021 - Present
Neuberger Berman BD LLC (NEW YORK NY)
NJ
05/09/2018 - 03/13/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GLEN ROCK NJ)
BOTH
Issued 10/04/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/2021
Series 4 - Registered Options Principal Examination
BC
Issued 06/11/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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