Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Uriah Bazzrea is a financial professional with experience in both the insurance and investment industries. Jacob has held various roles including insurance sales and service, ride share driver, and most recently, as a registered representative with Hornor, Townsend & Kent, LLC. Jacob has been active in the financial services industry since December 2019. Jacob is currently registered as a Registered Representative (RA) in Texas. Jacob holds the Series 63, Series 65 and Series 6TO licenses. Jacob has a strong background in investment management and financial planning, and is committed to providing personalized and tailored services to meet the unique needs of each client.
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.
Guidance on pension options to ensure a secure financial future.
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.
Trail commissions, distribution assistance fees
1
2
NY
08/07/2023 - Present
Hornor, Townsend & Kent, LLC (NEW YORK NY)
TX
09/25/2020 - 05/12/2023
NYLIFE SECURITIES LLC (SAN ANTONIO TX)
IA
Issued 06/30/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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