Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Espinoza is a financial advisor with Creative Planning. Jesse Espinoza is registered with the state of California and Texas. Jesse Espinoza has been in the industry since January 2007 and has experience with Wescom Financial Services, CUNA Brokerage Services, CUSO Financial Services, WM Financial Services, and AXA Advisors. Jesse Espinoza has a Series 66, Series 7, and SIE license. Jesse Espinoza specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Jesse Espinoza is also registered as an investment advisor representative.
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.
1
2
CA
02/08/2019 - Present
Creative Planning (Corona CA)
CA
08/29/2011 - 09/23/2016
WESCOM FINANCIAL SERVICES (RIVERSIDE CA)
CA
01/22/2007 - 08/29/2011
CUNA BROKERAGE SERVICES, INC. (ANAHEIM CA)
CA
02/02/2004 - 01/24/2007
CUSO FINANCIAL SERVICES, L.P. (RANCHO CUCAMONGA CA)
CA
07/24/2003 - 11/10/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
10/18/2002 - 07/21/2003
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 11/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jesse Espinoza is the right advisor for you? Invested Better is here to help.
