Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Carlos Leblanc is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jesse has been in the financial industry since January 2014 and is registered in Maryland and Texas. Jesse holds multiple securities licenses, including the Series 7, Series 31, and Series 65. Jesse has experience in investment management, financial planning, and securities brokerage. Jesse has a proven track record of success in helping clients reach their financial goals. Jesse is committed to providing personalized service and guidance to each of Jesse’s clients.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MD
09/09/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BALTIMORE MD)
NY
12/22/2000 - 03/06/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
01/18/2000 - 08/09/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
05/17/1999 - 08/25/1999
SANDS BROTHERS & CO., LTD. (NEW YORK NY)
BC
Issued 11/18/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 01/23/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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