Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Efron Landau is a financial advisor at Schwab Wealth Advisory, Inc. Jake is a CERTIFIED FINANCIAL PLANNER™ professional with over 9 years of experience in the financial services industry. Jake has a Series 6, 7, and 63 license and is registered to provide advisory services in Pennsylvania 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.
Comprehensive financial plans to help you achieve your personal and business 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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
PA
06/14/2024 - Present
Schwab Wealth Advisory, Inc. (Radnor PA)
PA
03/13/2014 - 08/01/2023
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 03/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/13/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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