Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Andrew Colgan is a financial advisor who has been in the industry since September 2020. Jesse is currently registered with Founders Financial Securities LLC and holds Series 7, 66, and SIE licenses. Jesse has a background in financial services, including roles with Martin & Company and Next Financial Group, Inc.. Jesse holds the Chartered Financial Consultant designation and specializes in financial planning, portfolio management, and pension consulting. Jesse's practice primarily serves high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
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.
1
2
PA
09/06/2022 - Present
Founders Financial Securities LLC (West Chester PA)
PA
09/12/2020 - 09/07/2022
NEXT FINANCIAL GROUP, INC. (WEST CHESTER PA)
BOTH
Issued 07/13/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/09/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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