Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Philip is a registered representative with Pershing LLC. Jacob's primary business location is in LAKE MARY, FL. Jacob is a licensed securities professional and has been in the financial industry since January 24, 2020. Jacob holds FINRA Series 7TO, SIE and Series 65 registrations and has been registered with Pershing LLC since June 24, 2022.
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.
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.
1
2
FL
06/24/2022 - Present
Pershing LLC (LAKE MARY FL)
IA
Issued 07/27/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
MIAX Sapphire
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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