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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Mohr is a financial advisor with over 20 years of experience in the industry. Jacob is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. He specializes in providing financial planning, portfolio management, and investment advice to individuals and corporations. Jacob holds Series 63, 66, and 7 licenses as well as the SIE designation, demonstrating his expertise in the financial services industry. Prior to joining Merrill Lynch, Jacob was registered with BANC OF AMERICA INVESTMENT SERVICES, INC., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
NV
10/23/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HENDERSON NV)
NV
03/14/2003 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (HENDERSON NV)
NY
02/23/2000 - 03/17/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
12/01/1998 - 02/11/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/01/1998 - 02/11/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1998
Series 7 - General Securities Representative 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
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