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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 Lee Biers is a financial advisor at Fidelity Personal And Workplace Advisors with over 5 years of experience in the financial services industry. Jesse specializes in helping individuals, families, and businesses achieve their financial goals. Jesse has a deep understanding of investment strategies, and is committed to providing personalized advice to help clients build a secure financial future. Jesse is a licensed investment advisor representative in Michigan and Texas. Jesse holds the Series 66, Series 7 and SIE licenses. Jesse is also a board member for the Bruin Lake Association. Jesse is dedicated to providing excellent service to his clients and is committed to building long-term relationships.
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.
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.
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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MI
05/10/2022 - Present
Fidelity Personal AND Workplace Advisors (ANN ARBOR MI)
MI
02/19/2016 - 05/07/2021
E*TRADE SECURITIES LLC (Farmington Hills MI)
BOTH
Issued 03/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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