Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lonnie? Claim Your ProfileLonnie Jacobs has been in the financial services industry for over 20 years. Lonnie is currently registered with Foreside Fund Services, LLC in New York. Lonnie has prior experience at ALPS Distributors, Inc. and Bear, Stearns & Co. Inc. Lonnie is also a Series 7 and Series 63 licensed professional.
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
NY
12/16/2014 - Present
Foreside Fund Services, LLC (New York NY)
NY
09/26/2006 - 12/31/2014
ALPS DISTRIBUTORS, INC. (NEW YORK NY)
NY
08/16/2001 - 05/17/2005
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 02/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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