Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Y Tabb is a financial professional with PFS Investments Inc. Jacob has been in the industry since June 18, 2015, and has a Series 63, Series 6, and SIE license. Jacob specializes in providing portfolio management for individuals and has been registered with the state of New York since February 28, 2020. Jacob previously worked with PFS Investments Inc. in New York, NY from April 17, 2015 to December 26, 2019.
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.
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.
A percentage of the total value of assets under management is charged.
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NY
02/28/2020 - Present
PFS Investments Inc. (BROOKLYN NY)
NY
04/17/2015 - 12/26/2019
PFS INVESTMENTS INC. (NEW YORK NY)
BC
Issued 05/03/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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