Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Marichalar Galindo is a financial professional with over 25 years of experience in the financial services industry. Jesse is currently affiliated with Redwood Private Wealth where Jesse provides financial planning, portfolio management, and pension consulting to individuals and families. Jesse is a Chartered Financial Consultant and holds a Series 6, 62, 63, and 65 licenses. Jesse also has a strong background in tax preparation and insurance sales. Jesse has a passion for helping clients achieve their financial goals and is committed to providing personalized service.
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.
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.
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TX
07/15/2021 - Present
Redwood Private Wealth (San Antonio TX)
TX
01/28/2021 - 03/01/2021
D.H. HILL SECURITIES, LLLP (KINGWOOD TX)
AL
01/06/2015 - 11/06/2020
AVALON INVESTMENT & SECURITIES GROUP, INC. (MUSCLE SHOALS AL)
TX
01/02/2014 - 12/31/2014
GRADIENT SECURITIES, LLC (SAN ANTONIO TX)
TX
03/10/2005 - 12/31/2013
D.H. HILL SECURITIES, LLLP (KINGWOOD TX)
TN
07/12/2004 - 09/15/2004
ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC. (NASHVILLE TN)
TX
01/13/2004 - 04/30/2004
BRUNDYN SECURITIES INC. (ARLINGTON TX)
CO
10/04/2000 - 12/31/2003
THE LEADERS GROUP, INC. (LITTLETON CO)
GA
04/12/1994 - 12/31/1998
PFS INVESTMENTS INC. (DULUTH GA)
NJ
04/03/1992 - 09/25/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
04/03/1992 - 09/25/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 07/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2007
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 04/01/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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