Unclaimed
Lewis Jacoby is a financial professional with over 35 years of experience in the industry. Lewis is currently registered with Sami Brokerage LLC, a brokerage firm based in Stamford, CT. Prior to joining Sami Brokerage LLC, Lewis has held positions with USL Securities Corporation, Young Capital Group, Inc., and E. F. Hutton & Company Inc. Lewis is licensed to conduct business in 12 states including Connecticut, Delaware, Florida, Georgia, Illinois, Iowa, Minnesota, Mississippi, Nebraska, New York, Pennsylvania and Wisconsin.
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.
1
2
CT
03/07/1995 - Present
Sami Brokerage LLC (STAMFORD CT)
NA
10/31/1990 - 01/30/1995
USL SECURITIES CORPORATION
IL
12/21/1988 - 04/17/1989
YOUNG CAPITAL GROUP, INC. (CHICAGO IL)
NA
03/22/1984 - 02/11/1988
E. F. HUTTON & COMPANY INC
BC
Issued 03/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/1989
Series 24 - General Securities Principal Examination
BC
Issued 01/03/1989
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/17/1995
Series 3 - National Commodity Futures Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lewis Jacoby is the right advisor for you? Invested Better is here to help.