Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Thomas Fisher is a financial advisor with Foreside Fund Services, LLC in Chicago, IL. Jacob has been in the industry since April 18, 2016. Jacob holds the Series 63, SIE, and Series 7 licenses and is registered to sell securities in all 50 states. Previously, Jacob worked at LUMENT SECURITIES in Chicago, IL, SEPULVEDA DISTRIBUTORS LLC in LOS ANGELES, CA, and CITIGROUP GLOBAL MARKETS INC. in NEW YORK, NY.
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.
1
2
IL
08/29/2023 - Present
Foreside Fund Services, LLC (Chicago IL)
IL
02/14/2022 - 09/13/2022
LUMENT SECURITIES (Chicago IL)
CA
08/31/2018 - 02/01/2022
SEPULVEDA DISTRIBUTORS LLC (LOS ANGELES CA)
NY
10/04/2007 - 02/10/2011
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 12/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jacob Fisher is the right advisor for you? Invested Better is here to help.
