Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Neal Shepard is a financial advisor with over 30 years of experience in the industry. Jesse has been registered with LPL Financial LLC since 2018, and previously worked with Invest Financial Corporation, ProEquities, Inc., MONY Securities Corporation and Southern Capital Management Company. Jesse specializes in investment advice for individuals and families, providing comprehensive financial planning and portfolio management services. Jesse is committed to helping clients achieve their financial goals through personalized guidance and customized strategies.
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.
Consulting and other non-discretionary advisory services
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
GA
02/14/2018 - Present
LPL Financial LLC (NEWNAN GA)
GA
12/01/2011 - 02/14/2018
INVEST FINANCIAL CORPORATION (NEWNAN GA)
GA
04/13/1999 - 12/08/2011
PROEQUITIES, INC. (NEWNAN GA)
NY
05/29/1998 - 04/06/1999
MONY SECURITIES CORPORATION (NEW YORK NY)
GA
01/20/1989 - 06/17/1998
SOUTHERN CAPITAL MANAGEMENT COMPANY (CARROLLTON GA)
NA
06/15/1987 - 02/01/1989
SOUTHMARK FINANCIAL SERVICES, INC.
BC
Issued 06/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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