Unclaimed
Jackson Paulishak is an investment advisor representative at Empirikal Partners LLC. Jackson has been in the industry since April 17, 1995. Jackson has a broad range of experience, having previously worked at CETERA ADVISOR NETWORKS LLC, SUMMIT BROKERAGE SERVICES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and LEGG MASON WOOD WALKER, INCORPORATED. Jackson's primary focus is providing financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. Jackson has a proven track record of success in helping clients achieve their financial goals.
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.
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.
1
2
MD
01/17/2025 - Present
Empirikal Partners LLC (Frederick MD)
MD
09/20/2019 - 05/14/2021
CETERA ADVISOR NETWORKS LLC (FREDERICK MD)
MD
02/23/2006 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (FREDERICK MD)
MD
06/29/2001 - 02/23/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FREDERICK MD)
MD
04/18/1995 - 07/10/2001
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 04/25/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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