Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Slepian is a financial advisor registered with Morgan Stanley & Co. LLC. Jacob has been in the financial industry since October 2018 and holds the Series 7, Series 99 and SIE licenses. Jacob previously worked at AXA Advisors, LLC. Jacob is currently registered with FINRA.
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.
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.
1
2
MD
12/01/2022 - Present
Morgan Stanley & Co. LLC (Baltimore MD)
MD
10/22/2018 - 12/06/2018
AXA ADVISORS, LLC (COLUMBIA MD)
BC
Issued 11/30/2022
Series 99TO - Operations Professional Examination
BC
Issued 10/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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