Unclaimed
Jesse Mullins is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Jesse has been in the industry since 2002 and holds the Series 66, Series 7, and SIE licenses. Jesse has a broad range of experience in the financial industry, with a focus on individual and institutional clients. Jesse is registered to provide financial advice in Alabama, Arizona, California, Colorado, Florida, Georgia, Indiana, Kentucky, Michigan, Missouri, New York, North Carolina, Ohio, South Carolina, Texas, and Washington.
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.
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.
Investment consulting services to institutional clients
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
OH
02/10/2011 - Present
Wells Fargo Advisors Financial Network, LLC (CINCINNATI OH)
OH
11/08/2002 - 06/04/2009
UBS FINANCIAL SERVICES INC. (CINCINNATI OH)
BOTH
Issued 11/27/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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