Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Peck is a financial advisor with Raymond James & Associates, Inc. Jesse has been in the financial services industry since June 12, 2007. Jesse holds a Series 7, Series 31, Series 66, and SIE licenses. Jesse is registered to provide investment advisory services in Alabama, Arizona, Florida, Georgia, Hawaii, Maryland, Massachusetts, Mississippi, Nebraska, New Jersey, New York, North Carolina, Ohio, Oregon, South Carolina, Texas, Washington, and Wisconsin. Jesse's current employment is with Raymond James & Associates, Inc. where Jesse has worked since January 2013. Jesse was previously employed by Morgan Stanley and Morgan Stanley & Co. Incorporated.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
05/02/2018 - Present
Raymond James & Associates, Inc. (JACKSONVILLE FL)
FL
06/01/2009 - 02/12/2013
MORGAN STANLEY (JACKSONVILLE FL)
FL
06/12/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 07/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 06/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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