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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Seidel is a financial advisor with United Advisor Group, a firm that provides financial planning, portfolio management, and educational seminars for individuals, businesses, and charitable organizations. Jesse is registered with the state of Colorado as an Investment Advisor Representative (IAR). Jesse has been in the financial industry since 2012 and is currently also a Mortgage Loan Originator for NEXA Mortgage, LLC. Jesse holds a Series 65 license, obtained in 2014.
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.
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CO
09/21/2023 - Present
United Advisor Group (Castle Rock CO)
IA
Issued 01/14/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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