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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Norman Spruiell is a financial advisor with Cetera Investment Advisers LLC. Jake has over 24 years of experience in the financial services industry. Previously, Jake worked at PNC Investments, BBVA Securities Inc. and Wells Fargo Investments, LLC. Jake is a registered representative with Cetera Investment Advisers LLC and is licensed in several states including Texas, Arizona, Florida, Georgia, Illinois, New Mexico, New York and Vermont.
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.
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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TX
06/06/2024 - Present
Cetera Investment Advisers LLC (LAREDO TX)
TX
08/16/2021 - 06/07/2024
PNC INVESTMENTS (LAREDO TX)
TX
05/16/2013 - 08/16/2021
BBVA SECURITIES INC. (LAREDO TX)
TX
07/26/2010 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (LAREDO TX)
TX
10/15/2003 - 05/11/2010
WELLS FARGO INVESTMENTS, LLC (LAREDO TX)
MO
02/12/1999 - 10/14/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 12/4/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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