Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam John Jacobs is a securities professional with over 20 years of experience in the financial services industry. William is currently registered with Franklin Distributors, LLC in Boston, Massachusetts. William has held previous roles with PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP and PRUCO SECURITIES CORPORATION. William has a strong background in investment products and services, and is committed to providing clients with personalized financial guidance. William holds Series 6, 7, 24, 63 and 99TO licenses.
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
01/03/2024 - Present
Franklin Distributors, LLC (Boston MA)
MA
12/22/2020 - 07/03/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)
NJ
08/24/1994 - 09/07/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 07/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2021
Series 24 - General Securities Principal Examination
BC
Issued 02/22/2024
Series 99TO - Operations Professional Examination
BC
Issued 12/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/12/2020
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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