Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob T. McCulloch is a financial advisor registered in North Carolina with Vanguard Marketing Corp.. Jacob has been working in the financial industry since July 3, 2007. Jacob holds the Series 6, 7, 24, and 63 licenses and has been registered in North Carolina since July 16, 2007.
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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2
NC
07/03/2007 - Present
Vanguard Marketing Corp. (CHARLOTTE NC)
BC
Issued 07/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/28/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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