Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Jaymes Nordly is an investment advisor representative at Ameriprise Financial Services, LLC. Jake has been in the financial services industry for over 2 years. He holds a Series 7, Series 63, and Series 65 licenses and has been registered with FINRA since March 2024. He has extensive experience working with a range of clients, including individuals, high-net-worth individuals, trusts and estates, insurance companies, charitable organizations, and pension and profit-sharing plans. His expertise includes financial planning, portfolio management, and asset allocation. Jake is committed to providing comprehensive and personalized financial advice to help his clients achieve their financial goals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
MN
03/19/2024 - Present
Ameriprise Financial Services, LLC (MINNEAPOLIS MN)
IA
Issued 02/28/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/09/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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