Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Cogan is a financial advisor with Flourish Financial LLC, a registered investment advisor firm. Jake is licensed to provide investment advice and services in all 50 states. Jake is also a registered representative of FINRA and is licensed to sell securities.
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.
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.
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NY
04/01/2023 - Present
Flourish Financial LLC (New York NY)
BC
Issued 05/22/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/19/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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