Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Jakowchik is a financial advisor with Steven Robert Jakowchik. Steven holds a Series 6 license, and is a Certified Financial Planner. Steven has been in the industry since 2001. Steven Robert Jakowchik is an investment advisory firm that provides portfolio management services for individuals.
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.
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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CA
08/18/2018 - Present
Steven Robert Jakowchik (Los Angeles CA)
NY
09/26/2001 - 01/24/2002
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 09/25/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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