Unclaimed
Jesse Holbert Little is an advisor with Ameriprise Financial Services, LLC, a firm with over $479 billion in assets under management. Jesse has been in the industry since 2022 and holds a Series 66, Series 24, Series 7TO, and SIE. Jesse is registered in Texas as a broker-dealer and an investment advisor. Jesse has experience with a variety of client types, including individuals, trusts, estates, insurance companies, and charitable organizations.
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.
Asset allocation services
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.
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2
TX
12/13/2023 - Present
Ameriprise Financial Services, LLC (Houston TX)
MO
01/30/2023 - 10/12/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
FL
01/22/2022 - 10/12/2023
WELLS FARGO CLEARING SERVICES, LLC (PALM BEACH FL)
BOTH
Issued 03/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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