Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Orr is a financial advisor with UBS Financial Services Inc., a firm with over $50 billion in assets under management. Jake has been in the industry since 2023 and has held previous roles with Ameriprise Financial Services, LLC. Jake has earned the Series 7TO and SIE exams and holds an active Series 66 license. Jake specializes in providing financial advice to individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
01/02/2025 - Present
UBS Financial Services Inc. (SEAL BEACH CA)
OK
09/11/2023 - 04/12/2024
AMERIPRISE FINANCIAL SERVICES, LLC (NORMAN OK)
BC
Issued 09/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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