Unclaimed
Jake Dwight Walker is a financial advisor who is registered with Cambridge Investment Research, Inc. Jake has been in the industry since May 10, 2022. Cambridge Investment Research, Inc. is a financial firm that provides investment advice and financial services to individuals and businesses. Jake has passed the Series 99TO and SIE exams, and he is currently licensed with FINRA.
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.
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.
1
2
IA
05/11/2022 - Present
Cambridge Investment Research, Inc. (FAIRFIELD IA)
BC
Issued 05/11/2022
Series 99TO - Operations Professional Examination
BC
Issued 01/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jake Walker is the right advisor for you? Invested Better is here to help.