Jacob M.

Hey there! My expertise in financial licensing is rooted in both academic rigor and recent, practical success. As a Finance graduate from Virginia Tech and a current Level 1 CFA candidate working at LPL Financial, I have a deep understanding of the technical and regulatory frameworks that govern the securities industry. I successfully cleared the SIE, Series 65, and Series 3 exams while simultaneously managing the demands of a full-time university schedule and part-time professional employment.