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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 Colin Cregan is a financial advisor who has been in the industry since 1999. Jesse is currently registered with Wells Fargo Clearing Services, LLC and has been with them since 2011. Previously, Jesse was registered with Wells Fargo Investments, LLC and Wells Fargo Brokerage Services, L.L.C.. Jesse is licensed to offer securities and investment advisory services in a number of states. Jesse is also a registered principal with Wells Fargo Clearing Services, LLC and has the Series 10 and Series 9 licenses. Jesse's area of expertise includes providing investment consulting services to institutional clients as well as financial planning and portfolio management for businesses and individuals. Jesse's clients include individuals, businesses, corporations, pension plans, insurance companies, charitable organizations, and state or municipal government entities.
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.
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.
Investment consulting services to institutional clients
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
MN
06/18/2024 - Present
Wells Fargo Clearing Services, LLC (MINNEAPOLIS MN)
MN
12/13/2000 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAINT PAUL MN)
MN
12/15/2000 - 08/12/2002
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
02/01/1999 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/13/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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