Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Devon Niles is a financial advisor with Provise Management Group, LLC. Jack has been in the financial industry since 2000, and has a strong track record of providing financial advice to individuals, families, and businesses. Jack is a Registered Investment Advisor (RIA) and is licensed to sell securities in Florida. Jack holds the Series 63, Series 65, Series 7 and SIE licenses and has a Personal Financial Specialist designation. Jack has experience providing a range of services including financial planning, portfolio management, and insurance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees as solicitor for seabridge invest advisor
1
2
FL
05/01/2002 - Present
Provise Management Group, LLC (KEY WEST FL)
FL
08/02/2004 - 12/31/2023
KESTRA INVESTMENT SERVICES, LLC (KEY WEST FL)
BC
Issued 09/02/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/23/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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