Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Salvatore Ferraro is a registered representative with Equity Services, Inc. Jacob has been in the industry since 2024. Jacob holds Series 7TO and SIE licenses. Equity Services, Inc. is an SEC-registered investment advisor firm that provides a range of investment advisory services to a variety of clients, including individuals, corporations, and institutions. The firm has approximately $2.12 billion in assets under management. The firm's main office is located in Montpelier, VT.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
05/13/2024 - Present
Equity Services, Inc. (WHITE PLAINS NY)
BC
Issued 05/13/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/03/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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