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Alan David Jacobson is a financial advisor professional located in Severna Park, MD. They specialize in financial advisory. With over 20 years of experience, they bring deep expertise to every client.
Alan David Jacobson - Truist Investment Services, Inc. holds an active professional license (FINRA CRD) for your protection.
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Alan David Jacobson works as a financial advisor with Truist Investment Services, Inc. in Severna Park, Maryland. With 20 years in the financial services industry, he brings two decades of experience to client relationships. His registration with FINRA (Financial Industry Regulatory Authority) under CRD #5074540 indicates he operates under the oversight of the primary self-regulatory organization for securities professionals in the United States.
Alan David Jacobson holds a FINRA CRD registration, which means he is registered with the Financial Industry Regulatory Authority as a securities professional. FINRA is the primary self-regulatory organization that oversees brokers and investment professionals in the United States. This registration requires compliance with FINRA rules and regulations, and his activities are subject to examination and oversight. The CRD number serves as his unique identifier in the FINRA system, allowing clients and regulators to verify his registration status and disciplinary history.