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Lara Katherine Jacobs

Fidelity Brokerage Services LLC

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About Lara Katherine Jacobs

Lara Jacobs is a financial advisor with over 6 years of experience in the industry. Lara is currently registered with Fidelity Brokerage Services LLC. Lara has previously been registered with FIDELITY BROKERAGE SERVICES LLC. Lara has passed the Series 63, Series 7, SIE exams. Lara also holds the no known designation. Lara specializes in brokerage services, assisting clients with investment strategies and market analysis.

Firm Information

Lara Jacobs is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.
Fidelity Brokerage Services LLC

100 MAGELLAN

COVINGTON, KY 41015

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Lara Jacobs’s Registration & Firm History

KY

07/27/2020 - Present

Fidelity Brokerage Services LLC (COVINGTON KY)

KY

04/03/2017 - 07/09/2019

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

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Licenses & Designations

BC

Issued 4/10/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 4/3/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Lara Katherine Jacobs.
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