Unclaimed
Jesse Dean Cotter is a financial advisor with over 30 years of experience in the industry. Jesse is currently registered with Blackstone Securities Partners LP. Jesse has a strong background in financial planning and investment management. Previously, Jesse has held positions at Legg Mason Investor Services, LLC, Columbia Management Investment Distributors, Inc., Riversource Distributors, Inc., Ameriprise Financial Services, Inc., and American Express Financial Advisors Inc. Jesse has a wide range of experience in the financial services industry and is committed to providing clients with personalized financial advice.
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.
1
2
TX
11/03/2016 - Present
Blackstone Securities Partners LP (Houston TX)
CA
10/21/2010 - 10/10/2016
LEGG MASON INVESTOR SERVICES, LLC (SAN MATEO CA)
MN
01/02/2009 - 10/20/2010
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
01/01/2007 - 01/02/2009
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
11/08/2006 - 01/01/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
11/23/1990 - 11/04/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/23/1990 - 11/04/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/28/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/14/1990
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 11/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jesse Cotter is the right advisor for you? Invested Better is here to help.