Unclaimed
Jake Alan Gice is a financial advisor in Chicago, Illinois with Vestor Capital, LLC. Jake is licensed in Illinois. Jake has been a registered financial advisor for 3 years. Jake has passed the Series 66, Series 7 and SIE exams. Prior to joining Vestor Capital, LLC, Jake was employed by MORGAN STANLEY.
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.
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.
Credit and cash management solutions and insurance solutions
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.
Revenue sharing with frs, and on credit and cash mgt solutions
1
2
IL
02/10/2022 - Present
Vestor Capital, LLC (CHICAGO IL)
IL
10/26/2017 - 07/06/2021
MORGAN STANLEY (Chicago IL)
BOTH
Issued 12/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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