Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Allen Gregory is a registered investment advisor representative with Principal Advised Services. Jake has been in the securities industry for 2 years and is registered with the Securities and Exchange Commission (SEC) and several states. Jake specializes in providing financial advice and investment management services to individuals and is also licensed to sell insurance products. Jake holds a Series 7, Series 63 and Series 66 license and is a graduate of the University of North Carolina at Wilmington.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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NC
02/22/2024 - Present
Principal Advised Services (CHARLOTTE NC)
BOTH
Issued 09/22/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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