Unclaimed
Jesse Best is a financial advisor at The Huntington Investment Co. located in Monroeville, PA. Jesse has been a financial advisor for 3 years. Jesse is registered with FINRA and the state of Pennsylvania. Jesse holds the Series 7TO, Series 66 and SIE licenses. Jesse provides financial planning services to individuals, businesses, and charitable organizations. Jesse also offers portfolio management services.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
01/17/2024 - Present
THE Huntington Investment Co. (MONROEVILLE PA)
PA
07/13/2022 - 01/10/2024
AVANTAX INVESTMENT SERVICES, INC. (Sewickley PA)
PA
03/23/2021 - 06/02/2022
PNC INVESTMENTS (PITTSBURGH PA)
PA
09/09/2020 - 03/12/2021
PRUCO SECURITIES, LLC. (Canonsburg PA)
BOTH
Issued 10/27/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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