Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Sloane is a financial professional with a focus on investment banking. Jake is registered with Wells Fargo Securities, LLC and holds the Series 79TO, Series 63, and SIE licenses. Jake has been active in the industry since July 2022 and has a current employment at Wells Fargo Securities, LLC. Jake is registered with the states of New York and North Carolina.
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.
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.
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NY
07/25/2022 - Present
Wells Fargo Securities, LLC (New York NY)
BC
Issued 07/02/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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