Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Paul Depillo is a financial advisor with Fidelity Personal And Workplace Advisors. Jacob has been in the industry since 2019 and is registered with both FINRA and the state of Michigan as a registered representative and an investment advisor representative. Jacob specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors. Jacob also offers educational seminars.
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.
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.
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
MI
08/14/2023 - Present
Fidelity Personal AND Workplace Advisors (TROY MI)
MI
03/23/2023 - 08/01/2023
MORGAN STANLEY (Birmingham MI)
MI
05/26/2021 - 08/01/2023
E*TRADE SECURITIES LLC (Birmingham MI)
MI
05/06/2020 - 04/27/2021
MML INVESTORS SERVICES, LLC (Southfield MI)
MI
12/02/2019 - 04/14/2020
AXA ADVISORS, LLC (TROY MI)
BOTH
Issued 01/03/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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