Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Miles is an investment advisor representative with Ameriprise Financial Services, LLC. Jesse has been in the industry since November 3, 2003. Jesse holds Series 7, 31, 66, and SIE licenses. Jesse is registered with the state securities regulators of Alaska, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Iowa, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and Wisconsin. Jesse's current employment is with Ameriprise Financial Services, LLC. Prior to Ameriprise Financial Services, LLC, Jesse was employed with WELLS FARGO CLEARING SERVICES, LLC, MORGAN STANLEY, MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., and PAINEWEBBER INCORPORATED.
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.
1
2
FL
09/01/2021 - Present
Ameriprise Financial Services, LLC (BOCA RATON FL)
FL
04/02/2015 - 09/08/2021
WELLS FARGO CLEARING SERVICES, LLC (BOCA RATON FL)
FL
06/01/2009 - 04/15/2015
MORGAN STANLEY (BOCA RATON FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CORAL SPRINGS FL)
CT
08/19/2004 - 04/02/2007
MORGAN STANLEY DW INC. (GREENWICH CT)
NA
02/23/1988 - 12/07/1988
PAINEWEBBER INCORPORATED
BOTH
Issued 09/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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