Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Czaja is a financial advisor registered with Fidelity Personal and Workplace Advisors. Jesse has been in the financial industry since September 28, 2016. Jesse is licensed in 53 states and is registered in the broker-dealer and investment advisor capacity. Jesse holds Series 6, 7, 63, and 66 licenses. Jesse specializes in providing financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors. Jesse also has experience with Edward Jones and Voya Financial Advisors.
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.
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.
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
CT
02/16/2023 - Present
Fidelity Personal AND Workplace Advisors (NORWICH CT)
RI
11/04/2019 - 04/13/2021
EDWARD JONES (WESTERLY RI)
CT
10/17/2018 - 11/04/2019
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
CT
01/11/2016 - 10/29/2018
VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)
BOTH
Issued 12/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Jesse Czaja is the right advisor for you? Invested Better is here to help.
