Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Wideman is an Investment Advisor Representative with Facet Wealth. Jesse has over 4 years of experience in the financial industry. Jesse is registered with the state of North Carolina and Texas as an Investment Advisor Representative. Jesse is also a Certified Financial Planner. Jesse has worked for several other firms prior to joining Facet Wealth.
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.
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.
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2
MD
07/28/2021 - Present
Facet (BALTIMORE MD)
NC
06/08/2017 - 08/05/2021
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 09/13/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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