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Jesse Moe

Northland Securities, Inc.

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About Jesse Moe

Jesse Moe is a registered representative with Northland Securities, Inc. Jesse is licensed to sell securities in Minnesota. Jesse has been in the securities industry since May 2018. Jesse is currently located in Minneapolis, Minnesota. Jesse holds the Series 7, Series 63 and Series 99TO securities licenses. Northland Securities, Inc. is a registered investment advisor based in Minneapolis, Minnesota with 19 investment advisor representatives. Northland Securities, Inc. manages $236,673,858 in assets under management.

Firm Information

Jesse Moe is currently registered with Northland Securities, Inc.. Northland Securities, Inc. is a Minneapolis, Minnesota-based corporation, formed in September 1995. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. It also offers research services. Northland Securities, Inc. manages over $236 million in regulatory assets for 826 total accounts.
Northland Securities, Inc.

150 SOUTH 5TH STREET

MINNEAPOLIS, MN 55402

$236.67M

Assets Under Management

117

Total Clients

86

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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research services

Research services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Negotiated

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Jesse Moe’s Registration & Firm History

MN

05/17/2018 - Present

Northland Securities, Inc. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 09/30/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/30/2019

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jesse Moe.
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