Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Rodriguez is a registered representative with Fisher Investments. Jake has been in the financial services industry since September 1, 2021. Jake has passed the Series 63, Series 6TO, and the SIE exams. Prior to joining Fisher Investments, Jake was employed at NYLIFE SECURITIES LLC. Jake is licensed in Arizona.
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.
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.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
02/07/2025 - Present
Fisher Investments (Camas WA)
AZ
07/12/2021 - 08/06/2021
NYLIFE SECURITIES LLC (TUCSON AZ)
BC
Issued 11/04/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/07/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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