Unclaimed
Jacob W Brotman is a registered representative with Moelis & Co. LLC. Jacob has been in the industry since 2021. Jacob holds the Series 7, 79, and SIE licenses. Jacob's current office is located at 10100 Santa Monica Blvd, SUITE 1600, CENTURY CITY, CA 90067.
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
CA
09/07/2023 - Present
Moelis & Co. LLC (LOS ANGELES CA)
CA
05/03/2021 - 03/06/2023
MOELIS & COMPANY LLC (LOS ANGELES CA)
BC
Issued 08/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/03/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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