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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 Maust is a financial advisor registered with Concourse Financial Group Securities, Inc. Jesse has been in the financial industry since 2017 and has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and investment companies. Jesse holds a Series 7, Series 24 and Series 66 license and is registered in 49 states.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
07/25/2022 - Present
Concourse Financial Group Securities, Inc. (Goshen IN)
IN
01/03/2022 - 07/07/2022
FORESIDE FINANCIAL SERVICES, LLC (Goshen IN)
MI
10/07/2017 - 11/23/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (BAD AXE MI)
BOTH
Issued 12/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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