Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Taylor is a financial advisor with Lion Street Financial, LLC, a firm registered with FINRA. Jesse has worked in the financial industry since 2013 and is licensed in North Dakota, Minnesota, Nebraska, Colorado, Idaho and California. Jesse is a Series 6 and Series 63 license holder and has also earned the SIE. Jesse previously worked at AMERITAS INVESTMENT CORP. and CCF INVESTMENTS, 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.
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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2
ND
02/08/2019 - Present
Lion Street Financial, LLC (Fargo ND)
ND
06/21/2017 - 03/06/2019
AMERITAS INVESTMENT CORP. (Fargo ND)
ND
10/31/2016 - 06/21/2017
CCF INVESTMENTS, INC. (Fargo ND)
CO
11/10/2011 - 08/19/2015
PFS INVESTMENTS INC. (AURORA CO)
BC
Issued 04/18/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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