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 over 20 years of experience in the industry. Jesse is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Jesse is also registered with the following states: California, Delaware, District of Columbia, Florida, Georgia, Illinois, Maryland, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, West Virginia, and Wisconsin. Jesse is also licensed to sell securities and provide investment advice in Texas. Previously, Jesse worked at MORGAN STANLEY DW INC. and DEAN WITTER REYNOLDS INC. Jesse's professional experience includes working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Jesse is dedicated to providing clients with personalized financial advice and strategies to help them achieve their financial goals.
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 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/6/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 1/23/2017
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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