Unclaimed
James Brereton Jacobsen is a financial advisor who has been in the industry since April 12, 2017. He is currently registered with MFS Fund Distributors, Inc. and is licensed in 53 states and the District of Columbia. Jacobsen holds the Series 6, 7, and SIE licenses. He is also a registered representative of the Financial Industry Regulatory Authority (FINRA).
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
MA
04/13/2017 - Present
MFS Fund Distributors, Inc. (BOSTON MA)
BC
Issued 12/07/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2018
Series 7 - General Securities Representative Examination
BC
Issued 04/13/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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