Unclaimed
Jake Tripucka is a financial advisor registered with Neuberger Berman BD LLC and has been in the industry since October 2014. Jake is licensed in California, Florida, and New York, and previously worked for Lord Abbett Distributor LLC. Jake has a Series 66, Series 7, and SIE licenses, and Jake's specializations include portfolio management for individuals and investment companies.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
FL
09/01/2022 - Present
Neuberger Berman BD LLC (WEST PALM BEACH FL)
NJ
09/25/2014 - 07/20/2022
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
BOTH
Issued 11/12/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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