Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Horton is a registered representative with Wells Fargo Clearing Services, LLC. Jesse has been in the securities industry since January 21, 2017. Jesse has a Series 66 license, as well as Series 7 and SIE. Jesse is currently registered in Colorado, Florida, Massachusetts, Michigan, New Hampshire, Ohio, South Carolina, Texas, and has an investment advisor representative registration in Florida and Texas. Jesse has prior experience working with CUSO Financial Services, L.P., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
09/13/2023 - Present
Wells Fargo Clearing Services, LLC (SARASOTA FL)
MI
11/14/2018 - 08/21/2023
CUSO FINANCIAL SERVICES, L.P. (Grand Rapids MI)
OH
03/09/2016 - 01/12/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CINCINNATI OH)
BOTH
Issued 04/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2016
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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