Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Mortell is a financial advisor with Foreside Funds Distributors LLC in Denver, CO. Jacob has over 20 years of experience in the financial services industry. Jacob holds the Series 6, 7, 24, 63 and 66 securities licenses. Jacob is also registered as a financial advisor in 51 states. Before joining Foreside Funds Distributors LLC, Jacob worked at GVC Capital LLC, Foreside Fund Services, LLC, and Sincere & Co., LLC.
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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2
CO
04/26/2013 - Present
Foreside Funds Distributors LLC (Denver CO)
CO
07/26/2007 - 04/25/2013
GVC CAPITAL LLC (GREENWOOD VILLAGE CO)
ME
03/26/2007 - 07/16/2007
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
MA
06/02/2003 - 01/05/2007
SINCERE & CO., LLC (HOLLISOTN MA)
TX
03/24/1998 - 05/19/2003
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 09/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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