Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Jacobson is a financial professional with over 24 years of experience in the industry. Neil is currently registered with MFS Fund Distributors, Inc. in Boston, Massachusetts, where Neil has been with the firm since February 2004. Previously, Neil was a registered representative with VERAVEST INVESTMENTS, INC. in Worcester, Massachusetts, and Fidelity Investments Institutional Services Company, Inc. in Smithfield, Rhode Island. Neil holds FINRA Series 6, 7, 24, and 63 licenses, as well as the SIE exam. Neil is a licensed securities professional in Massachusetts.
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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MA
02/27/2004 - Present
MFS Fund Distributors, Inc. (BOSTON MA)
MA
07/17/2002 - 01/08/2004
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
RI
12/04/1997 - 05/24/2002
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 12/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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