Unclaimed
Todd Jakubik is an investment advisor representative registered with Hornor, Townsend & Kent, LLC. Todd has been in the financial services industry since May 2001 and has over 20 years of experience. Todd holds a Certified Financial Planner designation. Todd is licensed to provide investment advice in several states including New Jersey, Texas, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Maryland, Massachusetts, New Mexico, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, and Virginia.
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.
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.
Trail commissions, distribution assistance fees
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2
NJ
10/16/2023 - Present
Hornor, Townsend & Kent, LLC (TINTON FALLS NJ)
BOTH
Issued 06/06/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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