Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Ludwick is a financial advisor with over 20 years of experience in the financial services industry. Jacob is currently registered with Morgan Stanley in Atlanta, GA and Texas. Jacob is a Series 7, 55, 57, and 66 licensed professional with a strong track record of success in providing financial advice to individuals, families, and institutions. Jacob provides a variety of services, including financial planning, investment management, and retirement planning. Jacob is committed to providing his clients with personalized financial advice and investment strategies that are tailored to their unique needs and goals.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
03/07/2023 - Present
Morgan Stanley (ATLANTA GA)
GA
04/02/2007 - 01/09/2023
MORGAN STANLEY & CO. LLC (Atlanta GA)
NY
10/04/2002 - 04/02/2007
MORGAN STANLEY DW INC. (NEW YORK NY)
NY
10/19/2001 - 11/12/2002
SANDS BROTHERS & CO., LTD. (NEW YORK NY)
BOTH
Issued 02/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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