Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Page is a registered representative with Bofa Securities, Inc. located in New York, NY. Jacob is registered in New York and is currently employed by Bofa Securities, Inc. in their New York branch. Jacob has a Series 63, Series 79TO, and SIE license and has been active in the industry since March 31, 2024.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
NY
04/01/2024 - Present
Bofa Securities, Inc. (NEW YORK NY)
BC
Issued 03/23/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/15/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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