Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse McDaniel Licht is a registered investment advisor representative with Blackrock Financial Management, Inc. Jesse has been working in the financial industry since 2007. Jesse has Series 7, 31, and 66 securities licenses. Jesse holds a SIE exam and has been registered with the state of Washington since 2007 and the state of New York since 2007. Jesse is also a member of the Investment Committee at the Yakima Valley Community Foundation. In addition to working as an investment advisor, Jesse also operates a family LLC focused on rental properties.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
10/02/2007 - Present
Blackrock Financial Management, Inc. (NEW YORK NY)
WA
02/22/2007 - 10/02/2007
QUELLOS FUND SERVICES, LLC (SEATTLE WA)
BOTH
Issued 06/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 02/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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