Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Swartz is a financial advisor with Fidelity Personal and Workplace Advisors. Jacob has been in the financial industry since June 13, 2020. Jacob has Series 63, 66 and 7TO securities licenses. Jacob is registered as a securities representative in Michigan and Texas. Jacob is also registered as an Investment Advisor Representative in Michigan and Texas. Jacob has experience working at Equitable Advisors, LLC. Jacob has specialized in providing services to individuals and businesses. Jacob provides financial planning, educational seminars, and portfolio management services.
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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KY
05/19/2023 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
TN
05/25/2020 - 03/21/2022
EQUITABLE ADVISORS, LLC (FRANKLIN TN)
BOTH
Issued 04/05/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/07/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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