Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Fletcher is a financial advisor at PFS Investments Inc. Jake is registered with the state of New Jersey and has passed the Series 65, Series 63, and Series 26 exams. Jake has been in the financial services industry since 2017 and has experience with Primerica Financial Services, Eversana Life Science Services, LLC, The College of New Jersey, Nasdaq, River Dell High School and PFS Investments Inc. Jake can help individuals with their portfolio management needs. Jake also offers other investment-related products and services in addition to his role as a financial advisor for PFS Investments Inc.
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.
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.
A percentage of the total value of assets under management is charged.
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NJ
06/13/2023 - Present
PFS Investments Inc. (PARAMUS NJ)
IA
Issued 05/10/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/21/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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