Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Wilson is a registered representative and investment advisor representative with Osaic FA, Inc., a firm with offices in Sacramento, Chico, and Redding, CA. Jake has been in the financial services industry since 2004. Jake holds the Series 7 and Series 66 licenses. Jake also holds the Securities Industry Essentials Examination. Jake is registered in 16 states and is licensed to provide advisory services to a wide range of clients, including individuals, families, businesses, and retirement plans. Jake specializes in providing comprehensive financial planning, investment management, and insurance services. Jake offers various compensation arrangements, including fixed fees, commissions, hourly charges, percentage of assets, and other arrangements.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan consulting services provided on a limited basis.
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.
1
2
CA
12/06/2004 - Present
Osaic FA, Inc. (SACRAMENTO CA)
IN
11/10/2004 - 03/27/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 12/04/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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