Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse D Wooten is a financial advisor with over 10 years of experience in the industry. Jesse currently works for Fidelity Personal and Workplace Advisors in Stamford, Connecticut. Prior to that, Jesse was a financial advisor for Wells Fargo Clearing Services, LLC in White Plains, NY, Morgan Stanley in Greenwich, CT, RBC Capital Markets, LLC in Farmington, CT and MetLife Securities Inc in Shelton, CT. Jesse is a Series 7 and Series 66 licensed professional.
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.
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.
1
2
CT
09/05/2024 - Present
Fidelity Personal AND Workplace Advisors (STAMFORD CT)
NY
09/13/2019 - 07/23/2024
WELLS FARGO CLEARING SERVICES, LLC (WHITE PLAINS NY)
CT
07/17/2018 - 04/02/2019
MORGAN STANLEY (GREENWICH CT)
CT
04/22/2015 - 06/27/2018
RBC CAPITAL MARKETS, LLC (Farmington CT)
CT
06/07/2013 - 11/21/2014
METLIFE SECURITIES INC. (SHELTON CT)
BOTH
Issued 01/15/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Jesse Wooten is the right advisor for you? Invested Better is here to help.
