Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Cheatham is a financial advisor at Wells Fargo Clearing Services, LLC. Jake has been working in the financial industry since 2021. Jake holds the Series 7, Series 63, Series 9, Series 10, Series 57, and Series 65 licenses. Jake has a wide range of experience in the financial industry, including investment consulting, financial planning, and portfolio management. Jake specializes in providing investment advice to institutional and individual clients.
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.
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.
Investment consulting services to institutional clients
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
MO
05/30/2024 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
NY
05/10/2021 - 10/18/2021
T3 TRADING GROUP, LLC (NEW YORK NY)
IA
Issued 05/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/10/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/10/2021
Series 57TO - Securities Trader Exam
BC
Issued 04/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jake Cheatham is the right advisor for you? Invested Better is here to help.
