Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Fritche Strawn is a registered representative with TIAA-CREF Individual & Institutional Services, LLC. Jesse has been in the financial services industry since November 18, 2011, and is registered with the state of North Carolina as an investment advisor representative. Jesse has a broad range of experience in the industry, having worked for both TIAA-CREF Individual & Institutional Services, LLC and PFS INVESTMENTS INC. in Charlotte, NC. Jesse holds several industry licenses and certifications, including Series 6, 7, 24, 63, and 66. Jesse's main area of expertise is in providing financial planning services to individuals and families.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
02/13/2019 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
11/15/2011 - 09/17/2014
PFS INVESTMENTS INC. (CHARLOTTE NC)
BOTH
Issued 02/12/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/14/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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