Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake James Marty is a registered representative with Capital Analysts, located in Tempe, Arizona. Jake has been in the industry since January 25, 2018, and is registered in several states, including Arizona, California, Ohio, Alaska, North Carolina, and South Carolina. Jake's background includes prior experience with Equitable Advisors, LLC and NCA Financial Planners. Jake has several certifications, including the Series 66, Series 7, and SIE exams.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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AZ
04/07/2021 - Present
Capital Analysts (Tempe AZ)
OH
01/26/2018 - 03/18/2021
EQUITABLE ADVISORS, LLC (CLEVELAND OH)
BOTH
Issued 04/24/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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