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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Travis Noe is an investment advisor representative with OAK Asset Management, LLC in Westlake Village, CA. Jack Noe has been in the industry since October 13, 1986 and has worked at a variety of firms including UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC. Jack Travis Noe holds the Series 3, Series 63, Series 65, Series 7 and Series 8 licenses. Jack Noe is registered in California, Nevada and Texas. Jack Noe works with a variety of clients including corporations, individuals, pension and profit-sharing plans and charitable organizations.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
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2
CA
05/08/2017 - Present
OAK Asset Management, LLC (Westlake Village CA)
CA
03/22/2004 - 05/09/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WESTLAKE VILLAGE CA)
NJ
10/13/1986 - 04/01/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NA
02/03/1984 - 10/29/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 07/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 05/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2001
Series 3 - National Commodity Futures Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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