Daniel Jakobovits a financial professional at Millennium Investment and Retirement Advisors, LLC, a $147M dollar RIA based in McAlpine, NC. Daniel has held an industry securities registration for 5 years and is subject to SEC oversight.
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Firm Client Types
||Pension and Profit Sharing Plans
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Experience and Employment History
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years of employment as reported on the SEC ADV filing as of 06/21/2007, and is not a complete representation of the advisor's experience and
employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm
and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.
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*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
|Uniform Investment Adviser Law Examination
Firm Compensation Arrangements
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