Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Maxwell Kark is an investment advisor representative associated with Cetera Investment Advisers LLC. Jacob has been working in the financial services industry since January 18, 2020. Jacob has a Series 7, Series 63, Series 65 and SIE license. Jacob holds the Certified Financial Planner designation and is registered with the state of California. Jacob is also associated with True Wealth Advisory Group. Jacob has experience in providing financial planning services. Jacob's areas of specialization include retirement planning, college planning, investment planning, and estate planning. Jacob is committed to providing his clients with personalized financial advice and guidance to help them 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (WALNUT CREEK CA)
CO
08/22/2019 - 03/04/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
IA
Issued 11/1/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/30/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 8/22/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 8/8/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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