Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Greene is a financial advisor with Neuberger Berman BD LLC in New York, NY. Jacob has been in the industry since 2015. Prior to joining Neuberger Berman, Jacob worked at Eaton Vance Distributors, Inc. Jacob has Series 6, 7, 63 and 65 licenses and specializes in selection of other advisors.
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.
Helps you choose top advisors aligned with your 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.
A percentage of the total value of assets under management is charged.
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2
NY
03/24/2022 - Present
Neuberger Berman BD LLC (NEW YORK NY)
NY
04/02/2015 - 03/03/2022
EATON VANCE DISTRIBUTORS, INC. (New York NY)
IA
Issued 03/24/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/02/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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