Unclaimed
Jacob Fox is a registered representative and investment advisor representative with Fairway Investment Group, LLC. Jacob has been in the financial services industry since 2012. Jacob holds the Series 66, Series 51, Series 24, and Series 7TO securities licenses. Jacob's professional experience includes roles at various firms including Fahey Schultz Burzych Rhodes, MEA Financial Services, and Paradigm Equities, Inc. Jacob specializes in providing financial planning and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
MI
07/07/2023 - Present
Fairway Investment Group, LLC (EAST LANSING MI)
BOTH
Issued 03/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2023
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/21/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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