Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Wilsie is an Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc., registered to provide advisory services in Oklahoma. Jacob holds the Series 7TO and SIE licenses. Jacob began their career in the financial services industry in 2019 and has been registered with the state of Oklahoma since 2023. Before joining Merrill Lynch, Jacob was previously associated with CETERA ADVISOR NETWORKS LLC and Fidelity Brokerage Services LLC.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OK
07/20/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (OKLAHOMA CITY OK)
OK
03/03/2023 - 03/09/2023
CETERA ADVISOR NETWORKS LLC (Oklahoma City OK)
TX
09/13/2021 - 01/04/2023
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 10/20/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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