Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Caleb scott Taylor is a financial advisor with Brex Treasury LLC. Jesse has over 7 years of experience in the industry, working with clients in Utah. Jesse has passed the Series 63, 24, 99TO, SIE and 7 exams. Jesse is registered with the state of Utah, the FINRA and the SRO. Previously Jesse worked with CARTA CAPITAL MARKETS, LLC, CARTA SECURITIES, LLC, and E*TRADE SECURITIES LLC.
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.
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.
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UT
07/10/2024 - Present
Brex Treasury LLC (SALT LAKE CITY UT)
UT
01/18/2023 - 07/10/2024
CARTA CAPITAL MARKETS, LLC (Sandy UT)
UT
03/14/2022 - 10/13/2023
CARTA SECURITIES, LLC (Sandy UT)
UT
09/23/2016 - 03/21/2022
E*TRADE SECURITIES LLC (SANDY UT)
BC
Issued 01/24/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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