Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Cabble is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Melville, NY. Jake has been in the industry since 2019 and has experience working with individual and business clients. Jake holds the Series 7, Series 66 and Series 99 licenses and is registered in 19 states. Jake previously worked at Morgan Stanley and E*TRADE Securities LLC. Jake's expertise includes investment advisory services, portfolio management, and financial planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
07/05/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MELVILLE NY)
FL
01/25/2023 - 10/13/2023
MORGAN STANLEY (Plantation FL)
FL
10/03/2019 - 09/05/2023
E*TRADE SECURITIES LLC (Plantation FL)
NY
09/14/2018 - 10/14/2019
BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC (Edgewood NY)
BOTH
Issued 01/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2018
Series 99 - Operations Professional Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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