Unclaimed
Jacob Secter is a financial advisor with Fifth Third Securities, Inc. Jacob has been in the financial industry for over 6 years. Jacob is registered in 52 states. Jacob has a Series 7, Series 63, and SIE licenses. Jacob specializes in the following areas: Portfolio Management for Individuals, Portfolio Management for Businesses, Selection of Other Advisers, Financial Planning, and SPONSOR WRAP FEE PROGRAM. Jacob previously worked at CITIGROUP GLOBAL MARKETS INC. and FIDELITY BROKERAGE SERVICES LLC.
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.
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.
Sponsor wrap fee program
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
OH
11/16/2023 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
KY
05/09/2018 - 06/05/2023
CITIGROUP GLOBAL MARKETS INC. (FLORENCE KY)
KY
06/06/2016 - 04/03/2017
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BC
Issued 6/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/6/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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