Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Allan Oldfield is a financial advisor with Raymond James Financial Services Advisors, Inc. located in ASHLAND, OR. Jesse has been working in the financial services industry since December 12, 2011. Jesse is registered with the state of Oregon as an Investment Advisor Representative. Jesse has several years of experience in the financial services industry and has a strong track record of providing clients with sound financial advice. Jesse holds Series 6, 7, 63 and 66 licenses. Jesse provides a variety of financial services, including financial planning, portfolio management, and investment advice.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
01/24/2013 - Present
Raymond James Financial Services Advisors, Inc. (ASHLAND OR)
OR
04/24/2009 - 01/08/2010
COUNTRY CAPITAL MANAGEMENT COMPANY (EUGENE OR)
BOTH
Issued 11/29/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/23/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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