Unclaimed
Jacob Michael Herot is a securities professional registered with the state of Pennsylvania and FINRA. Jacob is currently employed with Vanguard Marketing Corp. and holds a Series 7TO, Series 63 and SIE. Jacob has been in the securities industry for over 2 years.
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
PA
04/03/2024 - Present
Vanguard Marketing Corp. (MALVERN PA)
BC
Issued 04/22/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/03/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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