Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Drohen is a financial advisor with Fidelity Personal And Workplace Advisors. Jake is registered in Rhode Island and Texas. Jake has been in the financial industry for over a year and has a wide range of experience. Jake is committed to providing his clients with personalized financial advice and helping them reach their financial goals.
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.
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.
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RI
08/16/2023 - Present
Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)
BOTH
Issued 06/15/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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