Unclaimed
Jesse Studyvin is a registered representative with Money Concepts Capital Corp. Jesse has been in the financial services industry for over 10 years and is licensed to provide investment advice in 17 states. Jesse is a Chartered Financial Consultant and holds Series 7TO, Series 66 and SIE licenses. Jesse works with individual investors, businesses, and charitable organizations to help them reach their financial goals.
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.
General consulting services
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.
Solicitor fee
1
2
FL
08/02/2024 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
BOTH
Issued 02/19/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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