Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Lempesis is an investment advisor representative at MML Investors Services, LLC. Jesse has been in the industry since 2004, starting their career at Signator Investors, Inc. Jesse is registered with FINRA and is licensed to sell securities in Arizona, Georgia, New York, North Carolina, South Carolina, Texas, Utah, and Virginia. Jesse also holds Series 6, 63, and 65 licenses and the SIE exam. Jesse has a history of working with a wide range of clients, including individuals, corporations, pension and profit-sharing plans, insurance companies, and charitable organizations. Jesse is committed to providing personalized financial planning and investment advice to help their clients achieve their financial goals. In addition to their work as an investment advisor, Jesse also manages a number of other businesses.
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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
SC
05/04/2018 - Present
MML Investors Services, LLC (Charleston SC)
SC
10/30/2009 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHARLESTON SC)
SC
04/05/2004 - 11/06/2009
SIGNATOR INVESTORS, INC. (CHARLESTON SC)
IA
Issued 05/07/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jesse Lempesis is the right advisor for you? Invested Better is here to help.
