Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Daigle is a financial advisor at LPL Financial LLC with over 27 years of experience in the industry. Jesse is registered with FINRA and the Securities Investor Protection Corporation (SIPC) and holds Series 7 and Series 63 licenses. Jesse is also registered as an Investment Advisor Representative in Louisiana and Texas. Jesse is a seasoned financial professional with a strong track record of helping individuals and families achieve their financial goals. Jesse provides a range of services including financial planning, retirement planning, college savings, investment management, and insurance.
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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LA
11/17/2021 - Present
LPL Financial LLC (BATON ROUGE LA)
LA
04/27/2012 - 11/22/2021
GENEOS WEALTH MANAGEMENT, INC. (BATON ROUGE LA)
LA
11/30/2001 - 05/08/2012
LPL FINANCIAL LLC (BATON ROUGE LA)
GA
04/03/1998 - 11/30/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
08/23/1994 - 04/29/1998
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
BC
Issued 11/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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