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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanette? Claim Your ProfileJeanette Jacobson is a financial advisor at UBS Financial Services Inc. Jeanette has been in the industry since 1994. Jeanette's current registrations include Series 63, Series 66, and Series 7. Jeanette is registered in California and Florida. Prior to UBS Financial Services Inc., Jeanette Jacobson was registered with CITIGROUP GLOBAL MARKETS INC., CREDIT SUISSE FIRST BOSTON LLC, DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION and CIBC OPPENHEIMER CORP.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
10/21/2021 - Present
UBS Financial Services Inc. (BEVERLY HILLS CA)
CA
04/30/2004 - 06/04/2009
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
NY
01/17/2003 - 05/07/2004
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
03/20/1998 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
10/31/1994 - 03/17/1998
CIBC OPPENHEIMER CORP. (NEW YORK NY)
BOTH
Issued 06/12/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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