Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse David Bayarena is a financial advisor currently registered with Kestra Private Wealth Services, LLC. Jesse has been in the financial services industry since July 11, 2000, and holds a Series 7, 9, 10, 52, 63, and 65 securities licenses. Jesse is also a Certified Financial Planner. Prior to joining Kestra Private Wealth Services, LLC, Jesse was registered with Avantax Investment Services, Inc., 1st Global Capital Corp., Comerica Securities, and TD Waterhouse Investor Services, Inc. Jesse specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
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
04/19/2023 - Present
Kestra Private Wealth Services, LLC (AUSTIN TX)
TX
10/25/2019 - 04/24/2023
AVANTAX INVESTMENT SERVICES, INC. (VICTORIA TX)
TX
02/27/2006 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (VICTORIA TX)
TX
01/03/2005 - 02/21/2006
COMERICA SECURITIES (IRVING TX)
NE
05/31/2002 - 11/10/2004
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
MI
03/06/2000 - 03/21/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 05/17/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/17/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/03/2000
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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