Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Raymond Malkiewicz is a financial professional with Citigroup Global Markets Inc. Jake is registered in 53 states and territories, and is active in both Broker-Dealer and Investment Advisor capacities. Jake has been in the financial industry for over 2 years, and holds the Series 79TO, Series 63 and SIE licenses. Jake provides investment advice for individuals, businesses, and investment companies.
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.
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.
Asset allocation advice
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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CA
03/12/2021 - Present
Citigroup Global Markets Inc. (IRVINE CA)
BC
Issued 09/08/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/09/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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