Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake McLean is a financial advisor with LPL Financial LLC. Jake has been in the industry since September 2013. Jake holds Series 66, SIE, and Series 7 licenses. Jake has prior experience with WELLS FARGO CLEARING SERVICES, LLC and FIRST CITIZENS INVESTOR SERVICES, INC. Jake specializes in portfolio management for individuals and businesses, financial planning and pension consulting. Jake is registered with the following states: Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Indiana, Kansas, Maryland, Michigan, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia.
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.
Consulting and other non-discretionary advisory services
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.
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VA
07/18/2023 - Present
LPL Financial LLC (CHARLOTTESVILLE VA)
VA
02/15/2017 - 07/25/2023
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTESVILLE VA)
VA
02/02/2015 - 02/17/2017
FIRST CITIZENS INVESTOR SERVICES, INC. (Charlottesville VA)
VA
09/26/2013 - 01/28/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTESVILLE VA)
BOTH
Issued 10/17/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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