Unclaimed
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.
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
KY
07/27/2020 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
KY
04/03/2017 - 07/09/2019
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
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
Active
Inactive
F
FINRA
N
New York Stock Exchange
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