Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob McMahon is a financial advisor who is licensed to provide financial advice in Colorado, Illinois, Iowa, Louisiana, Nebraska, and Texas. Jacob has been in the financial industry since October 2, 2023. Jacob is currently registered with Transamerica Capital, Inc. and holds the Series 63, Series 6TO, and SIE licenses. Jacob's focus is on helping clients achieve their financial 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.
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
CO
10/03/2023 - Present
Transamerica Capital, Inc. (DENVER CO)
BC
Issued 10/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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