Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Michael Mehlon is a financial professional with over 15 years of experience in the industry. Jacob has held positions at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. Jacob is currently registered with Fidelity Brokerage Services LLC and holds Series 6, 7, 26 and 63 licenses.
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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RI
03/09/2010 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
KY
01/01/2008 - 11/10/2009
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
03/05/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
BC
Issued 04/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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