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Lindsey Danielle Jacobs

Equitable Distributors, LLC

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About Lindsey Danielle Jacobs

Lindsey Jacobs is a financial advisor associated with Equitable Distributors, LLC. Lindsey has been in the financial services industry since August 2019. Lindsey holds the Series 6TO, Series 63 and SIE licenses. Lindsey has a current registration with FINRA and is registered with the states of New Jersey, New York and North Carolina.

Firm Information

Lindsey Jacobs is currently registered with Equitable Distributors, LLC. Equitable Distributors, LLC is a Limited Liability Company formed in 2002. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico. Equitable Distributors, LLC has one arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

312

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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Lindsey Jacobs’s Registration & Firm History

NC

08/09/2019 - Present

Equitable Distributors, LLC (Charlotte NC)

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Licenses & Designations

BC

Issued 09/13/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/09/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/16/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lindsey Danielle Jacobs.
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