Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Claude Miller is a financial advisor with over 35 years of experience in the industry. Jesse is registered with LPL Financial LLC in Amarillo, TX. Jesse has previously been registered with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, WELLS FARGO ADVISORS, LLC, A. G. EDWARDS & SONS, INC., and EDWARD D. JONES & CO., L.P. Jesse is a Series 63, 66, 7, 3, 8, 9, 10 and SIE licensed professional. Jesse provides a wide range of financial services including investment management, financial planning, consulting and other non-discretionary advisory services, pension consulting, educational seminars and selection of other advisors.
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.
Consulting and other non-discretionary advisory services
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
TX
08/24/2017 - Present
LPL Financial LLC (AMARILLO TX)
TX
05/11/2012 - 08/29/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (AMARILLO TX)
TX
01/01/2008 - 05/11/2012
WELLS FARGO ADVISORS, LLC (AMARILLO TX)
TX
11/21/1986 - 01/03/2008
A. G. EDWARDS & SONS, INC. (AMARILLO TX)
NA
11/20/1985 - 11/28/1986
EDWARD D. JONES & CO., L.P.
BOTH
Issued 11/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/11/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/1988
Series 3 - National Commodity Futures Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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