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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 M. Sheldon is a financial advisor with Ameriprise Financial Services, LLC. Jesse has been in the financial services industry since 2005. Jesse holds Series 7, Series 63 and Series 66 securities licenses and is registered to provide investment advice in Connecticut and Texas. Prior to joining Ameriprise, Jesse was employed by Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc. Jesse provides financial planning, portfolio management, and educational seminars.
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
CT
08/11/2017 - Present
Ameriprise Financial Services, LLC (Westport CT)
CT
01/01/2008 - 08/14/2017
WELLS FARGO CLEARING SERVICES, LLC (WESTPORT CT)
CT
09/21/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GREENWICH CT)
NY
01/01/2006 - 09/21/2007
OPPENHEIMER & CO. INC. (NEW YORK NY)
BOTH
Issued 11/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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