Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Noah? Claim Your ProfileNoah Jacobson is a financial advisor with over 30 years of experience in the industry. Noah is currently registered with Stifel, Nicolaus & Company, Inc. in New Jersey and Texas and has been registered with them since November 2023. Previously, Noah was registered with RBC Capital Markets, LLC from October 2009 until December 2023 and J. B. Hanauer & Co. from November 1993 until October 2009. Noah offers financial planning, pension consulting, and portfolio management for individuals and businesses. Noah is licensed in 17 states, including California, Colorado, Florida, Indiana, Maryland, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Wisconsin. Noah holds Series 7, 63, and 66 licenses and the SIE.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
11/29/2023 - Present
Stifel, Nicolaus & Company, Inc. (MORRISTOWN NJ)
NJ
10/09/2009 - 12/13/2023
RBC CAPITAL MARKETS, LLC (FLORHAM PARK NJ)
NJ
11/05/1993 - 10/09/2009
J. B. HANAUER & CO. (PARSIPPANY NJ)
BOTH
Issued 03/13/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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