Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Roth is a financial professional with over 4 years of experience in the financial industry. Jacob is currently registered with Moomoo Financial Inc. in Jersey City, NJ. Jacob holds licenses Series 4, 63, 66 and 7TO. Jacob has experience with a variety of financial products and services, including stocks, bonds, mutual funds, and options. Jacob has experience with firms including Robinhood Financial, LLC and Charles Schwab & Co., 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
NJ
01/11/2023 - Present
Moomoo Financial Inc. (JERSEY CITY NJ)
FL
10/13/2020 - 01/09/2023
ROBINHOOD FINANCIAL, LLC (Lake Mary FL)
CO
02/22/2019 - 09/04/2020
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
BOTH
Issued 05/06/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2022
Series 4 - Registered Options Principal Examination
BC
Issued 02/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/10/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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