Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Rosenbaum is a financial professional registered in Pennsylvania, Ohio, North Carolina, and West Virginia. Jacob has been in the securities industry since September 9, 2012. Jacob is currently registered with Bankers Life Securities, Inc. Jacob holds the Series 6, SIE, and Series 63 securities licenses. Previously, Jacob was associated with PROEQUITIES, INC.
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
PA
05/26/2016 - Present
Bankers Life Securities, Inc. (PITTSBURGH PA)
PA
09/10/2012 - 05/26/2016
PROEQUITIES, INC. (PITTSBURGH PA)
BC
Issued 11/05/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jacob Rosenbaum is the right advisor for you? Invested Better is here to help.
