Unclaimed
Jacob Secter is a financial advisor with over 7 years of experience in the industry. Jacob is currently registered with Fifth Third Securities, Inc.. Jacob has previously been registered with CITIGROUP GLOBAL MARKETS INC., FIDELITY BROKERAGE SERVICES LLC. Jacob has passed the Series 63, Series 7, SIE exams. Jacob also holds the no known designation. Jacob specializes in 1, 4, 5, 6 and provides advisory services to brokerage clients, helping them navigate securities trading and financial markets.
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.
1
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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