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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesper? Claim Your ProfileJesper Peter Nielsen is a financial advisor with over 16 years of experience in the financial industry. Jesper has worked with clients across a range of asset classes, including stocks, bonds, mutual funds, and alternative investments. Jesper is currently registered with Fisher Investments and has previously worked with Saturna Brokerage Services, Inc. and Hornor, Townsend & Kent, LLC. Jesper has a strong track record of helping clients achieve their financial goals. Jesper is committed to providing his clients with personalized financial advice and investment strategies. Jesper holds the Series 7, 63, 66, 87, and 24 securities licenses and is a Chartered Financial Analyst. Jesper is also an adjunct professor of finance and is involved in several community organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
09/13/2023 - Present
Fisher Investments (Tampa FL)
SC
08/07/2023 - 08/28/2023
HORNOR, TOWNSEND & KENT, LLC (Greenville SC)
WA
09/14/2007 - 11/01/2016
SATURNA BROKERAGE SERVICES, INC (BELLINGHAM WA)
BOTH
Issued 08/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2008
Series 24 - General Securities Principal Examination
BC
Issued 08/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/12/2023
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2007
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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