Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Nelson is a financial advisor with Bankers Life Advisory Services, Inc. Jake has been in the industry since 2018 and holds a Series 66, Series 7 and SIE. Jake is registered in 50 states and the District of Columbia. Jake provides financial planning services, educational seminars and selection of other advisors to individuals and pension and profit sharing plans.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
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2
IL
06/13/2019 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
IL
12/14/2016 - 08/15/2017
EDWARD JONES (CHICAGO IL)
BOTH
Issued 10/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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