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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Charles Isensee is a financial advisor currently registered with U.S. Capital Wealth Advisors, LLC. Jesse has been in the financial industry since 2017 and holds Series 7, 63, and 66 licenses. Jesse is a registered Investment Advisor Representative in Texas. Previously, Jesse was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Ladenburg Thalmann & Co. Inc..
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
TX
04/25/2022 - Present
U.s. Capital Wealth Advisors, LLC (HOUSTON TX)
TX
10/30/2020 - 04/27/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
NY
08/19/2009 - 09/24/2012
LADENBURG THALMANN & CO. INC. (NEW YORK NY)
BOTH
Issued 11/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/07/2020
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
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