Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake McCaslin is a registered representative with Wells Fargo Securities, LLC. Jake is licensed to provide investment advice in 53 states and territories. He has a Series 79 license, a Series 63 license and has passed the Securities Industry Essentials Exam. Jake McCaslin is dedicated to helping clients reach their financial goals.
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.
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.
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NC
12/21/2017 - Present
Wells Fargo Securities, LLC (CHARLOTTE NC)
BC
Issued 01/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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