Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Rockower is an investment advisor representative currently registered with Cetera Investment Advisers LLC. Jake has been active in the financial industry since 2023. Jake is also registered with the states of New York, Texas and Florida. In addition to Jake's experience with Cetera Investment Advisers LLC, Jake was previously employed by MORGAN STANLEY. Jake has a Series 63, Series 65 and Series 7 license. Jake is also licensed in the state of New York. Jake has over 15 hours per week dedicated to a tax and accounting business, Ronald Rockower JD CPA.
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.
A percentage of the total value of assets under management is charged.
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NY
05/29/2024 - Present
Cetera Investment Advisers LLC (NEW HYDE PARK NY)
NY
06/05/2023 - 11/03/2023
MORGAN STANLEY (New York NY)
IA
Issued 12/08/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/11/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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