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 Offard is a financial professional with experience in the financial services industry. Jesse is currently registered with Bankers Life Securities, Inc. and holds the Series 7TO, Series 63, and SIE licenses. Jesse has prior experience with Charles Schwab & Co., Inc. and TD Ameritrade, Inc.
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.
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.
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2
MO
05/20/2024 - Present
Bankers Life Securities, Inc. (CHESTERFIELD MO)
MO
09/01/2023 - 12/26/2023
CHARLES SCHWAB & CO., INC. (St Louis MO)
MO
10/07/2022 - 09/01/2023
TD AMERITRADE, INC. (ST. LOUIS MO)
BC
Issued 10/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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