Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Flinton is a financial advisor with Charles Schwab & Co., Inc. Jesse is a registered representative with FINRA, and has been in the industry since January 8, 2015. Jesse has passed the Series 7, Series 66, and SIE exams, and has licenses in 29 states. Prior to joining Charles Schwab & Co., Inc. Jesse worked with JP Morgan Securities LLC and Citizens Securities, 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NY
07/05/2022 - Present
Charles Schwab & CO., Inc. (Albany NY)
NY
09/26/2019 - 06/07/2022
J.P. MORGAN SECURITIES LLC (ALBANY NY)
NY
11/10/2016 - 09/09/2019
CITIZENS SECURITIES, INC. (SCHENECTADY NY)
NY
11/04/2014 - 10/17/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LATHAM NY)
BOTH
Issued 11/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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