Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Goertzen is a financial advisor with First Command Advisory Services. Jesse holds a Series 7TO and a Series 66 license. Jesse has 6 years of experience in the financial services industry. Jesse has been registered as a financial advisor with the state of North Dakota since 2023. Jesse is also registered as a financial advisor with the state of Texas since 2024. Jesse provides financial planning and portfolio management services to individuals and businesses. Jesse is also a head volleyball coach for Minot High School.
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.
A percentage of the total value of assets under management is charged.
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ND
03/13/2024 - Present
First Command Advisory Services (Minot ND)
ND
07/13/2023 - 12/13/2023
THRIVENT INVESTMENT MANAGEMENT INC. (Minot ND)
BOTH
Issued 07/29/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/09/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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