Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Dogillo is a financial advisor with over 40 years of experience in the industry. Jesse is currently registered with McClurg Capital Corp. and is also registered as an Investment Advisor Representative with the state of California. Jesse has a broad range of experience in the financial services industry, including experience as an agent for Lincoln Financial Advisors Corporation, Integrated Resources Equity Corporation and Peterson, Diehl & Company, Inc. Jesse holds the Series 7, 63 and 65 securities licenses and is also a Certified Financial Planner and a Chartered Financial Consultant.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
08/08/2024 - Present
McClurg Capital Corp. (SAN RAFAEL CA)
NA
10/12/1989 - 01/04/1996
CURTIS FINANCIAL SECURITIES CORPORATION
IN
04/22/1988 - 05/05/1995
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/22/1988 - 05/05/1995
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
05/09/1988 - 11/15/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
04/22/1988 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
08/24/1983 - 04/30/1988
STATE BOND SALES CORPORATION
NA
10/20/1982 - 07/01/1983
PETERSON, DIEHL & COMPANY, INC.
NA
03/30/1982 - 06/05/1982
AMERICAN GROWTH FUND SPONSORS, INC.
IA
Issued 07/14/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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