Unclaimed
Jake A g Bursalyan is a registered representative with State Farm VP Management Corp. Jake is licensed in California and has been in the financial industry since 2000. Jake holds the Series 63, Series 6TO, SIE, and Series 7 licenses. Jake previously worked at FRANKLIN/TEMPLETON DISTRIBUTORS, INC. and ALAMO CAPITAL.
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.
1
2
CA
10/27/2003 - Present
State Farm VP Management Corp. (San Mateo CA)
CA
04/26/2000 - 09/03/2003
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
CA
08/26/1999 - 10/18/1999
ALAMO CAPITAL (WALNUT CREEK CA)
BC
Issued 02/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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