Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Sehoyan is a registered representative with Stifel, Nicolaus & Company, Inc. Jake has been in the financial industry since April 14, 2024, and is currently registered to offer securities in Michigan and Texas. Jake has a Series 7TO, Series 63 and SIE license, and offers investment advice, financial planning, pension consulting, and educational seminars. Jake is registered with 33 states, and has been actively involved in the financial industry for over a year.
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.
1
2
MI
11/11/2024 - Present
Stifel, Nicolaus & Company, Inc. (GROSSE POINTE MI)
BC
Issued 07/06/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/11/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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