Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Luis Carranza is a financial advisor at Edward Jones, with over 17 years of experience in the industry. Jesse has a wide range of experience, including previous roles at USAA Investment Management Company, Quasar Distributors, LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Jesse holds several licenses and certifications, including Series 63, Series 66, Series 7, and SIE. Jesse is also registered as an investment advisor representative in Texas. Jesse is committed to helping clients achieve their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
TX
07/15/2019 - Present
Edward Jones (Canton TX)
TX
10/02/2017 - 07/03/2019
USAA INVESTMENT MANAGEMENT COMPANY (Addison TX)
ME
10/24/2013 - 09/07/2017
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
NY
06/01/2009 - 09/26/2011
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
04/06/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 01/16/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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