Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Saul Dembowitz is a financial advisor who has been in the industry since 1984. Jacob is currently registered with Wells Fargo Clearing Services, LLC and holds licenses in Delaware, Florida and Maryland. Jacob has held previous positions at RBC Capital Markets, LLC and Citigroup Global Markets Inc. Jacob is also registered as an investment advisor in Florida, Delaware and Maryland.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
1
2
FL
07/02/2014 - Present
Wells Fargo Clearing Services, LLC (BOCA RATON FL)
MD
03/27/2009 - 06/02/2014
RBC CAPITAL MARKETS, LLC (BALTIMORE MD)
PA
04/11/1985 - 04/15/2009
CITIGROUP GLOBAL MARKETS INC. (BLUE BELL PA)
NA
04/12/1984 - 12/10/1984
FIRST INVESTORS CORPORATION
IA
Issued 02/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 02/22/1985
Series 7 - General Securities Representative Examination
BC
Issued 04/10/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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