Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Cohen is a financial advisor with Wells Fargo Securities, LLC. Jacob holds the Series 63, 79TO and SIE licenses and has been in the industry since 2022. Jacob has worked at Wells Fargo Securities, LLC since August 8, 2022 and is registered in 53 states. Jacob's office is located at 550 SOUTH TRYON STREET in Charlotte, North Carolina.
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
NC
08/08/2022 - Present
Wells Fargo Securities, LLC (CHARLOTTE NC)
BC
Issued 07/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jacob Cohen is the right advisor for you? Invested Better is here to help.
