Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Robert Dalpiaz is a securities professional with over 10 years of experience in the industry. Jake has held positions at Barclays Capital Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Aronson Capital Advisors, LLC. Jake is currently registered with Blackstone Securities Partners LP. Jake is licensed to offer securities products in all 50 states and the District of Columbia. Jake holds the Series 7TO, Series 63, Series 79, and SIE licenses.
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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2
NY
07/22/2021 - Present
Blackstone Securities Partners LP (NEW YORK NY)
NY
07/31/2013 - 06/24/2021
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
05/09/2011 - 07/17/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MD
03/02/2011 - 05/16/2011
ARONSON CAPITAL ADVISORS, LLC (ROCKVILLE MD)
BC
Issued 03/08/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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