Unclaimed
Buddy Joe Jessee is a registered investment advisor representative with BFC Planning, Inc., a firm headquartered in Cedar Rapids, Iowa. Buddy has been in the financial services industry since 1983 and holds a Series 63, 65, and 26 licenses. Buddy's primary focus is providing investment advice to individuals and families. He specializes in financial planning and portfolio management. Buddy is committed to helping clients reach their financial goals and believes that a strong relationship built on trust and communication is essential to achieving success.
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.
Helps you choose top advisors aligned with your 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.
Solicitor fee
1
2
OK
02/18/2014 - Present
BFC Planning, Inc. (TULSA OK)
IA
Issued 02/13/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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