Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake William McKenzie is a financial advisor who joined Fidelity Brokerage Services LLC in August 2023. Jake holds a Series 7TO, SIE, and Series 63 license. Jake is currently licensed to provide advisory services in 53 states. Jake has been in the industry since August 2023.
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.
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.
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RI
08/07/2023 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
BC
Issued 08/17/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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