Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Michael Neerdaels is a financial advisor with over 20 years of experience in the industry. Jesse has worked with Allspring Funds Management, LLC since 2024. Prior to joining Allspring Funds Management, LLC, Jesse was a registered representative with Thornburg Securities LLC, Touchstone Securities, Inc., Wells Fargo Funds Distributor, LLC, and Strong Investments, Inc. Jesse holds the Series 7, Series 63, Series 65, and SIE licenses. Jesse specializes in providing investment advisory services to individuals, businesses, and investment companies.
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.
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.
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
CA
08/01/2024 - Present
Allspring Funds Management, LLC (Los Angeles CA)
NM
04/16/2021 - 07/19/2024
THORNBURG SECURITIES LLC (SANTA FE NM)
OH
07/01/2019 - 04/30/2021
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
WI
04/11/2005 - 06/04/2019
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
WI
08/12/2003 - 04/11/2005
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
IA
Issued 04/25/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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