Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse James Cornell is an investment advisor representative registered with Evergreen Wealth Solutions, LLC. Jesse has been in the financial services industry since January 2011. Jesse is based in Williamsport, PA, and holds a Series 65 license. Evergreen Wealth Solutions, LLC is a registered investment advisor that provides financial planning and investment management services to individuals and businesses. The firm has a strong focus on serving high-net-worth individuals, as well as corporations 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.
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.
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
PA
11/18/2021 - Present
Evergreen Wealth Solutions, LLC (WILLIAMSPORT PA)
IA
Issued 11/18/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Jesse Cornell is the right advisor for you? Invested Better is here to help.
