Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Fruchter is an investment advisor representative with Cetera Investment Advisers LLC and has been in the industry since February 17, 1983. Jacob has a Series 6, 7, 63, and 65 license and is registered in Florida, Illinois, Massachusetts, Nevada, New Jersey, New York, and South Carolina. Prior to joining Cetera Investment Advisers LLC, Jacob was registered with Walnut Street Securities, Inc. and Nathan & Lewis Securities, Inc. Jacob is also a vice president and main preparer for Mutual Income Tax Service Inc. and is a trustee for a family trust.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (LONG BEACH NY)
NY
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (BROOKLYN NY)
NY
08/09/1984 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NA
02/18/1983 - 08/23/1984
FIRST INVESTORS CORPORATION
IA
Issued 07/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1984
Series 7 - General Securities Representative Examination
BC
Issued 02/02/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jacob Fruchter is the right advisor for you? Invested Better is here to help.
