Unclaimed
Jesse Alain Bedard is a financial professional with over 2 years of experience in the industry. Jesse is currently registered with BNY Mellon Securities Corp. in New York, New York. Prior to this role, Jesse was registered with AXIO FINANCIAL LLC in New York, New York. Jesse is licensed to provide securities advice in all 50 states, Washington, D.C. and Puerto Rico. Jesse holds the Series 7TO, Series 63, and SIE licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
1
2
NY
04/21/2023 - Present
BNY Mellon Securities Corp. (New York NY)
NY
12/21/2020 - 03/13/2023
AXIO FINANCIAL LLC (NEW YORK NY)
BC
Issued 01/25/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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