Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Aaron Wachs is a financial advisor currently working at Powell Investment Advisors, LLC. Jesse has been in the financial services industry since 2001 and has a Series 7 and Series 63 license. Jesse's professional experience includes roles at PRS International Brokerage, Inc. and TD Securities (USA) Inc. Jesse holds the Chartered Financial Analyst designation and is registered as an investment advisor representative in Florida. Jesse's firm, Powell Investment Advisors, LLC, manages assets for a variety of clients including high-net-worth individuals, charitable organizations, and pooled investment vehicles.
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.
Consulting
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
05/02/2012 - Present
Powell Investment Advisors, LLC (MIAMI FL)
FL
06/22/2004 - 03/16/2007
PRS INTERNATIONAL BROKERAGE, INC. (MIAMI FL)
NY
10/04/2001 - 01/16/2004
TD SECURITIES (USA) INC. (NEW YORK NY)
BC
Issued 11/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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