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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Dakota Mckinnie is a financial advisor with Cetera Investment Advisers LLC, a firm with a strong focus on serving high-net-worth individuals and pension and profit-sharing plans. Jake Dakota Mckinnie has been active in the industry since 2014. Jake Dakota Mckinnie holds the Series 66 and Series 7 licenses and has a Certified Financial Planner designation. Jake Dakota Mckinnie has experience working with clients from different backgrounds, including those in Arkansas, Florida, Georgia, Illinois, Indiana, Michigan, Ohio, South Carolina, and Tennessee. Jake Dakota Mckinnie offers a range of financial advisory services including financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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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2
TN
10/30/2024 - Present
Cetera Investment Advisers LLC (POWELL TN)
TN
02/06/2014 - 04/06/2017
THRIVENT INVESTMENT MANAGEMENT INC. (KNOXVILLE TN)
BOTH
Issued 3/1/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/6/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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