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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 James Dean is a registered investment advisor representative with Invesco Advisers, Inc. in Houston, Texas. Jesse has been in the securities industry since 1993. Jesse is licensed in Texas. Jesse has a variety of product licenses including Series 6, 7, 26, 63, 66, 99TO, and SIE. Jesse is also a registered principal. Jesse Dean has experience with various investment products, including Mutual Funds, Variable Annuities, and ETFs. Jesse Dean's specialties include Portfolio Management for Individuals, Businesses, Investment Companies, and Pooled Investment Vehicles. Jesse also has experience with Portfolio Management for Private Funds. Jesse can provide investment advice to individuals, businesses, charitable organizations, investment companies, insurance companies, and pension and profit-sharing plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Ia to canadian registered mutual funds; portfolio management for private funds
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
09/17/2018 - Present
Invesco Advisers, Inc. (HOUSTON TX)
NY
11/13/1992 - 12/13/1993
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 09/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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