Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Soriano is a financial advisor registered with Fidelity Personal And Workplace Advisors in Farmington, MI. Jacob has been in the industry since 2014 and is licensed to provide investment advice in several states. Jacob's primary focus is on financial planning and portfolio management for both individuals and businesses. Jacob is committed to helping clients achieve their financial goals and has a proven track record of success.
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.
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.
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2
MI
07/19/2024 - Present
Fidelity Personal AND Workplace Advisors (FARMINGTON MI)
MI
09/15/2020 - 03/14/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)
MI
05/22/2017 - 09/28/2020
J.P. MORGAN SECURITIES LLC (ROCHESTER MI)
MI
11/12/2015 - 05/16/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)
NJ
05/07/2014 - 01/29/2015
ADP BROKER-DEALER, INC. (ROSELAND NJ)
BOTH
Issued 03/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/15/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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