Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob W Buerke is a financial advisor with Morgan Stanley. Jacob has been in the financial industry since 2010 and holds multiple licenses including Series 7, 9, 10, 63, and 66. He is registered with both FINRA and the state of New York. Prior to joining Morgan Stanley, Jacob worked at SCOTTTRADE, INC. and FINRA. In addition to his financial advising role, Jacob also owns and operates two other businesses: Minetta Ventures LLC and chtrbx. Both businesses are investment related and focus on business development and growth. Jacob is a highly experienced financial advisor with a proven track record of success.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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 calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
12/15/2021 - Present
Morgan Stanley (New York NY)
MO
08/19/2010 - 11/01/2013
SCOTTRADE, INC. (ST. LOUIS MO)
BOTH
Issued 12/11/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/05/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/18/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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