Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Szulinski is a financial advisor with Edward Jones. Jake has been in the financial industry since 2010 and holds the Series 63, Series 65, Series 7, and SIE licenses. Jake is also a Certified Financial Planner. Jake has worked at LPL FINANCIAL LLC and Wells Fargo Advisors, LLC prior to joining Edward Jones. Jake is registered with the states of California, Delaware, District of Columbia, Florida, Massachusetts, New Jersey, New York, Pennsylvania, Texas, and Virginia. Jake is also registered as an investment advisor representative in Pennsylvania and Texas. Jake's office is located in Wayne, Pennsylvania.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
PA
07/30/2021 - Present
Edward Jones (WAYNE PA)
PA
12/16/2014 - 05/03/2016
LPL FINANCIAL LLC (WAYNE PA)
PA
07/14/2010 - 12/19/2014
WELLS FARGO ADVISORS, LLC (KING OF PRUSSIA PA)
IA
Issued 02/01/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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