Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Mitchell Locker is a registered representative with PNC Investments. Jake Mitchell Locker is also a registered investment advisor in Colorado. Jake Mitchell Locker has been in the financial services industry since January 5, 2018. Jake Mitchell Locker is located in Northglenn, CO. Jake Mitchell Locker has passed the Series 63, Series 65, Series 7, and SIE exams. Jake Mitchell Locker previously worked at CUSO Financial Services, LP in Sterling Heights, MI.
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.
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.
A percentage of the total value of assets under management is charged.
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CO
11/15/2023 - Present
PNC Investments (Northglenn CO)
MI
12/19/2017 - 10/27/2023
CUSO FINANCIAL SERVICES, L.P. (STERLING HEIGHTS MI)
IA
Issued 12/17/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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