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 Mulligan is an investment advisor representative at Fidelity Personal and Workplace Advisors. Jacob is registered with the state of New Hampshire and has been in the industry for approximately 2 years. Jacob has passed the Series 63, 66, and 7TO exams and is licensed to provide investment advice in the state of Texas. Jacob has worked at Fidelity Investments since 2021. Fidelity Personal and Workplace Advisors is a financial firm that provides portfolio management and financial planning services to individuals, businesses, and institutions. The firm has a wide range of services, including investment advice, retirement planning, and wealth management. They are based in Boston, Massachusetts.
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.
1
2
NH
12/14/2021 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
BOTH
Issued 12/13/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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