Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob William Bickley is a financial advisor with Fidelity Personal And Workplace Advisors. Jacob has been in the industry since June 12, 2020. Jacob is registered in 53 states and the District of Columbia as well as Texas as an investment advisor representative. Jacob is also registered in Maryland as a registered representative. Jacob has passed the Series 7TO, SIE, and Series 66 exams. Jacob specializes in helping individuals, businesses, and charitable organizations with their financial planning needs. Jacob also provides portfolio management services for individuals and businesses. In addition to being an advisor, Jacob is the owner of ShinePros, LLC, a home cleaning referral agency, Mount Zion, LLC, a real estate wholesaling business, and TLIC Media, a wedding videography company.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MD
07/24/2023 - Present
Fidelity Personal AND Workplace Advisors (COLUMBIA MD)
MD
01/22/2021 - 09/02/2021
CHARLES SCHWAB & CO., INC. (Gaithersburg MD)
PA
10/03/2019 - 07/14/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHAMBERSBURG PA)
BOTH
Issued 12/02/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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