Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Lamrock is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Jacob has been in the financial services industry since September 24, 2020, and holds the Series 66, Series 7TO, and SIE licenses. Jacob is registered to conduct business in Arizona, Colorado, Florida, Illinois, Indiana, Maryland, Michigan, Minnesota, New York, Ohio, Texas, and Wisconsin. Jacob's firm, Merrill Lynch, Pierce, Fenner & Smith Inc., is a registered investment advisor with approximately $10 billion - $50 billion in assets under management. The firm provides a variety of services, including portfolio management for individuals, businesses, and pooled investment vehicles, pension consulting, and educational seminars.
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
MI
01/13/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ANN ARBOR MI)
BOTH
Issued 11/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/22/2019
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
Not sure Jacob Lamrock is the right advisor for you? Invested Better is here to help.
