Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob McDonald is a financial advisor registered with RBC Capital Markets, LLC. Jacob has been in the industry since May 2015. Jacob has a combined 22 registrations with SROs, FINRA, and states for both broker-dealer and investment advisor. Jacob has passed the Series 6, 7, 50, 52, and 63 exams as well as the SIE and the Uniform Investment Adviser Law Examination. Jacob holds a Series 65 license in Kentucky and a Series 63 license in Ohio. Jacob's current branch office is located at 255 E 5TH STREET, 2ND FLOOR, CINCINNATI, OH 45202-3910.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OH
07/31/2018 - Present
RBC Capital Markets, LLC (CINCINNATI OH)
OH
06/27/2017 - 02/09/2018
UBS FINANCIAL SERVICES INC. (CINCINNATI OH)
OH
02/27/2015 - 06/29/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CINCINNATI OH)
OH
09/16/2014 - 12/31/2014
MML INVESTORS SERVICES, LLC (CINCINNATI OH)
IA
Issued 03/26/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2018
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 11/05/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/16/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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