Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Tamagni is a financial advisor with LPL Financial LLC, a large firm with over 168,000 clients and more than $50 billion in assets under management. Jake is registered in Massachusetts as a broker-dealer and has been in the financial industry for over one year. Previously, he was employed at Fidelity Brokerage Services LLC in Smithfield, Rhode Island. Jake holds Series 7TO, Series 63, and SIE licenses. Jake's specializations include retirement planning, mutual funds, annuities, and investment management.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
05/21/2024 - Present
LPL Financial LLC (MILFORD MA)
RI
09/08/2022 - 09/11/2023
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 10/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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