Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Leonard Jacobus is an Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc., working out of their Saint Petersburg, FL office. Keith has worked in the financial industry since 1977. Keith's previous experience includes roles at PRUDENTIAL SECURITIES INCORPORATED and THOMSON MCKINNON SECURITIES INC. Keith is licensed in 32 states and holds several industry certifications, including Series 3, Series 7, Series 24, Series 63 and Series 65. Keith is also a Trustee of the Jacobus Family Foundation.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
07/08/2005 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAINT PETERSBURG FL)
NY
08/25/1989 - 05/07/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/08/1986 - 08/25/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
07/25/1984 - 10/31/1986
CERTIFIED CAPITAL CORPORATION
NA
10/02/1985 - 11/05/1985
C.R. FINANCIAL SERVICES, INC.
NA
10/26/1977 - 08/29/1984
E. F. HUTTON & COMPANY INC
IA
Issued 04/05/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1988
Series 3 - National Commodity Futures Examination
BC
Issued 10/15/1977
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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