Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Lee Belville is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., a firm headquartered in New York, NY. Jesse has been in the industry since August 16, 2002, and has been registered with the state of Texas since June 2, 2010, and Florida since February 24, 2021. Jesse has worked at several other financial firms over the years, including Chase Investment Services Corp. and UBS Financial Services Inc. Jesse holds several industry licenses and certifications, including Series 7, 6, 63, and 66. Jesse specializes in providing investment advice for individuals, businesses, and pension 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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
06/02/2010 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FRISCO TX)
TX
07/06/2009 - 06/02/2010
CHASE INVESTMENT SERVICES CORP. (PLANO TX)
TX
08/02/2007 - 05/13/2009
UBS FINANCIAL SERVICES INC. (DALLAS TX)
GA
04/24/2002 - 05/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 10/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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