Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Cameron Sendley is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Jake has been in the industry since 2019. Jake holds a Series 7TO, SIE and Series 66 license. Jake is registered with FINRA. In addition to Jake's registration with FINRA, Jake is also registered with the following states: California, Connecticut, Delaware, Florida, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Texas, Utah, and Vermont. Jake has several years of experience in the financial industry. Jake's previous experience includes a role at WELLS FARGO CLEARING SERVICES, LLC. Jake is also a registered Investment Advisor Representative in Connecticut and Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CT
02/02/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WESTPORT CT)
CT
01/28/2019 - 12/07/2021
WELLS FARGO CLEARING SERVICES, LLC (WESTPORT CT)
BOTH
Issued 04/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/16/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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