Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Melichar is a financial advisor at Harbour Investments, Inc., a firm with over $6 billion in assets under management. Jesse has been working in the financial industry since 2005 and is registered to offer investment advice in Wisconsin. Jesse has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Jesse's areas of expertise include financial planning, portfolio management, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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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WI
07/01/2024 - Present
Harbour Investments, Inc. (VERONA WI)
MD
01/04/2019 - 06/12/2024
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
WI
10/20/2016 - 11/15/2018
GWFS EQUITIES, INC. (MADISON WI)
WI
01/26/2015 - 08/12/2015
SENTRY EQUITY SERVICES, INC. (STEVENS POINT WI)
NJ
07/02/2012 - 02/01/2013
ADP BROKER-DEALER, INC. (ROSELAND NJ)
CT
01/01/2009 - 07/10/2012
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)
CT
04/15/2004 - 01/01/2009
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
AZ
01/02/2002 - 09/03/2003
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
SC
06/14/2001 - 09/27/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
02/21/2001 - 05/24/2001
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
GA
11/29/2000 - 02/02/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
BOTH
Issued 01/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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