Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Hesson is an investment advisor representative at LPL Financial LLC in Boston, Massachusetts. Jake has been in the industry since 2021, and has worked for Canaccord Genuity LLC in Boston, Massachusetts. Jake has licenses for Series 63, Series 66, Series 7TO, and Series 79TO, and is registered with the state of Massachusetts as both a broker-dealer and an investment advisor. Jake specializes in providing financial planning, portfolio management, and consulting services to individuals, businesses, corporations, charitable organizations, high-net-worth individuals, and pension and profit-sharing plans.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
11/29/2023 - Present
LPL Financial LLC (BOSTON MA)
MA
08/02/2021 - 04/27/2022
CANACCORD GENUITY LLC (BOSTON MA)
BOTH
Issued 11/09/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/02/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jake Hesson is the right advisor for you? Invested Better is here to help.
