Unclaimed
Jesse Albert Parsley is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jesse has over 10 years of experience in the financial services industry. Jesse has a wide range of experience working with clients including corporations, high-net-worth individuals, and charitable organizations. Jesse holds a Series 31, Series 7, Series 9, and Series 10 license. Jesse is registered to offer investment advice in 53 states. Jesse has been a registered representative with Merrill Lynch since 2019. Prior to joining Merrill Lynch, Jesse was a registered representative with AXA Advisors LLC and Northwestern Mutual Investment Services LLC.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MI
11/13/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ANN ARBOR MI)
MI
12/03/2018 - 09/06/2019
AXA ADVISORS, LLC (TROY MI)
MI
03/08/2018 - 12/03/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GRAND BLANC MI)
MI
08/17/2016 - 08/10/2017
PNC INVESTMENTS (BRIGHTON MI)
MI
08/20/2009 - 07/01/2016
EDWARD JONES (HOWELL MI)
BOTH
Issued 10/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/24/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/15/2022
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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