Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Landau is a financial advisor at Charles Schwab & Co., Inc. Jake is a certified financial planner. Jake has over 9 years of experience in the financial services industry. Jake's prior work experience includes positions at Vanguard Marketing Corporation. Jake is registered with the following state securities authorities: Delaware, Florida, Maryland, Michigan, New Jersey, New York, North Carolina, Pennsylvania and Virginia. Jake is also registered with the Securities Industry and Financial Markets Association (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.
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 3/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/21/2015
Series 7 - General Securities Representative Examination
BC
Issued 3/13/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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