Jacob T. Cimorelli
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.
Jacob Tyler Cimorelli was a registered financial professional .
Jacob is a previously registered financial professional and started their career in finance in 2009. Jacob had worked at 3 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 3, 2011 - September 15, 2014
USAA FINANCIAL PLANNING SERVICES
October 20, 2010 - September 15, 2014
USAA FINANCIAL ADVISORS, INC.
March 2, 2009 - November 17, 2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
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Exams
Current Firm
USAA FINANCIAL PLANNING SERVICES
CRD#: 106352 / SEC#: 801-53347
Contact information
Red Flags
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