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 Wright is a registered representative with Stifel, Nicolaus & Company, Inc. in Sioux Falls, South Dakota. Jesse has been in the securities industry since January 19, 2006. Before joining Stifel, Nicolaus & Company, Inc. Jesse was employed by WELLS FARGO ADVISORS and WELLS FARGO CLEARING SERVICES, LLC. Jesse holds the Series 4, 7, 24, and 66 licenses. Jesse provides financial planning services, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
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
SD
07/20/2020 - Present
Stifel, Nicolaus & Company, Inc. (SIOUX FALLS SD)
SD
01/28/2013 - 07/21/2020
WELLS FARGO CLEARING SERVICES, LLC (SIOUX FALLS SD)
NE
04/22/2006 - 01/28/2013
TD AMERITRADE, INC. (OMAHA NE)
NE
01/20/2006 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
BOTH
Issued 02/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2006
Series 4 - Registered Options Principal Examination
BC
Issued 10/06/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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