Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Michael Rozhansky is a financial advisor registered with Park Avenue Securities LLC. Jake has been in the industry since 2024 and is currently active in the MA, but is not in scope in IA. Jake has been registered with FINRA and is approved with MA. Jake passed the General Securities Representative Examination and the Securities Industry Essentials Examination. Jake's professional background includes experience in the real estate and sports industry.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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MA
11/13/2024 - Present
Park Avenue Securities LLC (NEEDHAM MA)
BC
Issued 06/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/22/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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