Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Stayer is a financial advisor with Ameriprise Financial Services, LLC. Jake has been in the financial services industry since 2021. Jake has a Series 7TO, Series 63, and SIE licenses. Jake holds a FINRA registration and is registered with the state of Florida. Previously, Jake was a financial advisor with Fidelity Brokerage Services LLC in Jacksonville, FL. Jake specializes in working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Jake offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
Asset allocation services
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.
1
2
FL
06/08/2022 - Present
Ameriprise Financial Services, LLC (CLEARWATER FL)
FL
10/25/2021 - 05/18/2022
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BC
Issued 12/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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