Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Clyde Belcher is a financial advisor with over 18 years of experience in the industry. Jesse has worked for a number of reputable firms, including UBS Securities LLC, Wachovia Capital Markets, LLC, and currently Robert W. Baird & Co. Inc. Jesse is a registered representative and investment advisor representative with Series 3, 7, 24, 55, 57TO, and 63 licenses. Jesse specializes in a wide range of financial services, including portfolio management for individuals, businesses, and investment companies, financial planning, pension consulting, and publication of periodicals.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
IL
09/01/2016 - Present
Robert W. Baird & Co. Inc. (CHICAGO IL)
IL
02/17/2015 - 09/09/2016
TRUMID FINANCIAL LLC (lake forest IL)
IL
08/25/2014 - 03/03/2015
NOMURA SECURITIES INTERNATIONAL, INC. (CHICAGO IL)
IL
09/27/2006 - 05/08/2014
UBS SECURITIES LLC (CHICAGO IL)
NC
05/17/2004 - 11/30/2005
WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)
IL
11/05/2003 - 05/17/2004
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
IL
10/04/2002 - 01/06/2003
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
IL
08/02/2002 - 10/11/2002
GVR COMPANY LLC (CHICAGO IL)
BC
Issued 08/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/01/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/19/1994
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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