Unclaimed
Jake Gorin is a financial professional with experience in the securities industry. Jake is currently registered with Fifth Third Securities, Inc. and holds a Series 79TO and SIE licenses. Jake is also a registered representative in 16 states and has experience working with high net worth individuals, corporations, and pension plans. Jake has been in the industry since October 2022, and is currently based in New York, NY.
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.
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.
Sponsor wrap fee program
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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2
NY
03/29/2024 - Present
Fifth Third Securities, Inc. (NEW YORK NY)
NY
10/24/2022 - 04/01/2024
H2C SECURITIES INC. (NEW YORK NY)
BC
Issued 09/02/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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