Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Berne Clinton is a Managing Director at Snowden Capital Advisors LLC. Jesse has been in the industry since 2003 and holds the Series 7, 9, 10, 66, and SIE licenses. Jesse also has the Certified Financial Planner designation. Jesse's prior work experience includes Merrill Lynch, Pierce, Fenner & Smith Incorporated, Oppenheimer & Co. Inc., and CIBC World Markets Corp. Jesse is registered as a broker-dealer in several states, including California, Connecticut, Florida, Illinois, Nevada, New Hampshire, New Jersey, New York, Pennsylvania and Texas. Jesse specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
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.
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2
NY
01/10/2015 - Present
Snowden Capital Advisors LLC (NEW YORK NY)
NY
02/26/2004 - 10/22/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/03/2003 - 02/05/2004
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
12/20/2002 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BOTH
Issued 02/05/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/11/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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