Unclaimed
Jake Vall-llobera is a financial advisor with The Leaders Group, Inc. Jake is registered with FINRA and has a Series 7TO, Series 66, and SIE license. Jake has been in the industry since February 2023.
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.
1
2
CA
02/23/2023 - Present
THE Leaders Group, Inc. (Los Angeles CA)
BOTH
Issued 07/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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