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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Ortiz Mares is a financial advisor at Wells Fargo Clearing Services, LLC, with over 20 years of experience in the industry. Jesse has a strong track record of success in providing financial advice to individuals, families, and businesses. Jesse is a registered representative with FINRA and holds the Series 7 and Series 63 licenses. Jesse also holds the Series 65 license which allows Jesse to provide investment advice in Texas. Jesse has a strong background in providing financial advice to a wide range of clients, including high-net-worth individuals, families, and businesses. Jesse specializes in retirement planning, investment management, and estate planning. Jesse is committed to providing clients with personalized financial advice that meets their individual needs and goals. Prior to joining Wells Fargo, Jesse was a financial advisor at RBC Capital Markets Corporation and Morgan Stanley DW Inc.
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.
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.
Investment consulting services to institutional clients
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
CA
05/05/2011 - Present
Wells Fargo Clearing Services, LLC (PALO ALTO CA)
CA
08/17/2004 - 07/08/2010
RBC CAPITAL MARKETS CORPORATION (SAN JOSE CA)
NY
02/06/2001 - 08/20/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 03/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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