Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Streit is a financial professional with over three years of experience in the securities industry. Jacob is currently registered with Smbc Nikko Securities America, Inc. and is licensed to provide investment advice in all 50 states. Prior to joining Smbc Nikko Securities America, Inc., Jacob was with HSBC Securities (USA) Inc. for three years. Jacob holds the Series 63, Series 79, and SIE licenses.
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.
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CA
09/09/2021 - Present
Smbc Nikko Securities America, Inc. (SAN FRANCISCO CA)
CA
02/10/2017 - 12/23/2020
HSBC SECURITIES (USA) INC. (SAN FRANCISCO CA)
BC
Issued 04/26/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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