Unclaimed
Jakob Blackwelder is a registered representative with Bofa Securities, Inc. based in CHARLOTTE, NC. Jakob is a Series 79TO, Series 63 and SIE licensed individual. The firm is a full-service brokerage and investment banking firm that provides a wide range of financial services to individual and institutional clients. Jakob's areas of expertise include investment banking and research-related services.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
NC
10/21/2021 - Present
Bofa Securities, Inc. (CHARLOTTE NC)
BC
Issued 12/10/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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