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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 Lynn Webb is an active investment advisor representative with Ameriprise Financial Services, LLC, where Jesse Webb has been registered since November 2021. Previously, Jesse Webb was registered with Oppenheimer & Co. Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc. and Morgan Stanley DW Inc. Jesse Webb is licensed to provide investment advice in Arizona, California, Mississippi, North Carolina, Tennessee, Texas and Washington. Jesse Lynn Webb has worked in the financial industry since January 1993.
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 services
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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2
TX
11/17/2021 - Present
Ameriprise Financial Services, LLC (THE WOODLANDS TX)
TX
01/12/2012 - 11/19/2021
OPPENHEIMER & CO. INC. (THE WOODLANDS TX)
TX
10/05/2007 - 02/09/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (THE WOODLANDS TX)
TX
11/09/2001 - 10/16/2007
UBS FINANCIAL SERVICES INC. (THE WOODLANDS TX)
NY
01/18/1993 - 12/04/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 07/13/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 12/18/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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