Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Whorf is a registered investment advisor based in Boston, Massachusetts. He is currently employed by Harris Williams and has passed the Series 63, Series 79TO and SIE exams. Jacob is registered in Massachusetts and Virginia.
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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MA
07/22/2024 - Present
Harris Williams (BOSTON MA)
BC
Issued 05/13/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/29/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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