Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Clark is a financial advisor with over 20 years of experience in the industry. Jesse has worked for several firms over the years including IFMG Securities, Inc. and CUNA Brokerage Services, Inc. Currently, Jesse is registered with Cetera Investment Advisers LLC and has offices in Yorba Linda, California. Jesse has a Series 6, 7, 26, 63 and 65 licenses and holds the SIE designation. Jesse's specialties include financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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.
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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CA
01/12/2023 - Present
Cetera Investment Advisers LLC (YORBA LINDA CA)
CA
08/02/2007 - 02/15/2008
IFMG SECURITIES, INC. (ANAHEIM CA)
CA
10/06/2005 - 08/10/2007
DFC INVESTOR SERVICES (ANAHEIM CA)
NY
05/18/2004 - 09/28/2005
IFMG SECURITIES, INC. (PURCHASE NY)
IA
11/05/2003 - 05/19/2004
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
IL
09/13/2000 - 08/06/2003
GATEWAY INVESTMENT SERVICES, INC. (OAK PARK IL)
IA
Issued 07/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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