Unclaimed
Jacob McCabe is a registered investment advisor representative. Jacob has been working in the industry since March 5, 2014 and has professional designations including Chartered Financial Analyst. Jacob is currently employed by Virtus Investment Advisers, Inc. and has been employed since November 19, 2018. Previous employers include Ridgeworth Distributors LLC and Edward Jones. Jacob has a Series 7, Series 66 and SIE license.
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.
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Strategic management for diversified investment portfolios.
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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.
A percentage of the total value of assets under management is charged.
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2
CT
11/19/2018 - Present
Virtus Investment Advisers, Inc. (HARTFORD CT)
GA
05/11/2015 - 06/01/2017
RIDGEWORTH DISTRIBUTORS LLC (ATLANTA GA)
GA
02/25/2014 - 05/01/2015
EDWARD JONES (ATLANTA GA)
BOTH
Issued 03/14/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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