Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Simkins is a financial advisor registered with Charles Schwab & CO., Inc. Jake is currently licensed to conduct securities business in all 50 states and the District of Columbia. Jake has a combined 2 years of industry experience, which includes time at both Royal Alliance Associates, Inc. and Charles Schwab. Jake has passed the Series 66, 63, 7 and SIE exams. Jake is also a member of 1ROC Pile LLC, a rental services business.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
06/12/2024 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
MT
11/07/2022 - 02/16/2023
ROYAL ALLIANCE ASSOCIATES, INC. (BUTTE MT)
BOTH
Issued 06/12/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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