Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Vaknin is a financial advisor at Raymond James & Associates, Inc. Jacob has been in the financial services industry since 2002. Jacob holds the Series 63, Series 66 and Series 7 securities licenses. Jacob is registered to provide investment advice in Arizona, California, Connecticut, Florida, Georgia, Maine, Massachusetts, Nevada, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, and the District of Columbia. Jacob has been registered with Raymond James & Associates, Inc. since 2016. Prior to that, Jacob worked for DAVID LERNER ASSOCIATES, INC. in Teaneck, NJ.
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.
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.
Please see note in schedule d - miscellaneous
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
NJ
07/15/2021 - Present
Raymond James & Associates, Inc. (PARAMUS NJ)
NJ
09/20/2002 - 01/15/2016
DAVID LERNER ASSOCIATES, INC. (TEANECK NJ)
BOTH
Issued 05/08/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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