Harvey H. Jacobson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Harvey H Jacobson was a registered financial professional .
Harvey is a previously registered financial professional and started their career in finance in 1986. Harvey had worked at 5 firms and has passed the Series 63, SIE, Series 31, Series 7, Series 2, Series 62, Series 22, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 22, 2016 - April 6, 2023
CALIFORNIA FINANCIAL PARTNERS
November 15, 2006 - December 31, 2015
CALIFORNIA FINANCIAL PARTNERS
February 28, 2001 - December 31, 2022
LPL FINANCIAL LLC
January 11, 2001 - December 31, 2022
LPL FINANCIAL LLC
July 28, 1999 - January 16, 2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
June 1, 1998 - January 16, 2001
OSAIC FA, INC.
January 27, 1986 - June 1, 1998
LINCOLN FINANCIAL DISTRIBUTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 2
Date: 3/26/1996
Non-Member General Securities ExaminationSeries 62
Date: 7/30/1992
Corporate Securities Limited Representative ExaminationCurrent Firm
CALIFORNIA FINANCIAL PARTNERS
CRD#: 133809 / SEC#:
Contact information
Red Flags
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