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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 Haverstock is a financial advisor who has been in the industry since 2010. Jesse is currently registered with Mercer Global Advisors Inc. and has been with the firm since 2017. Previously, Jesse worked at Freestone Securities, LLC and Chase Investment Services Corp. Jesse is a Certified Financial Planner and has Series 6, 7, 3, 63, and 65 licenses, as well as the SIE exam. Jesse specializes in working with high-net-worth individuals, corporations, and pension and profit sharing plans. Jesse provides financial planning, portfolio management, trust services, estate planning, and tax return preparation.
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.
Trust services, estate planning, tax return preparation, consultation
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
TN
12/18/2017 - Present
Mercer Global Advisors Inc. (Franklin TN)
WA
04/17/2012 - 01/07/2015
FREESTONE SECURITIES, LLC (SEATTLE WA)
WA
01/20/2010 - 04/04/2012
CHASE INVESTMENT SERVICES CORP. (RENTON WA)
IA
Issued 09/06/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2015
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/19/2012
Series 3 - National Commodity Futures Examination
BC
Issued 01/19/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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