Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jacobs is a financial professional with experience in the securities industry. Michael is currently registered with Kingswood Capital Partners, LLC. Michael has also been previously registered with Benchmark Investments, LLC and IFS Securities. Michael has a Series 6, Series 63, and SIE licenses and is registered in multiple states.
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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WA
05/19/2023 - Present
Kingswood Capital Partners, LLC (Tacoma WA)
WA
01/23/2020 - 05/19/2023
BENCHMARK INVESTMENTS, LLC (Tacoma WA)
WA
05/31/2018 - 11/21/2019
IFS SECURITIES (Tacoma WA)
BC
Issued 06/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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