Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Raymond Limones is a financial advisor with Wells Fargo Clearing Services, LLC. Jesse Limones has been in the industry since March 7, 1997. Jesse Limones is registered to offer securities and investment advisory services in Arizona, California, Colorado, Florida, Illinois, Massachusetts, Michigan, Missouri, Nebraska, New Jersey, New Mexico, New York, Puerto Rico, Texas, Utah and Washington. Jesse Limones has passed the Series 7, 9, 10, 63 and 65 exams.
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.
1
2
TX
10/16/2014 - Present
Wells Fargo Clearing Services, LLC (EL PASO TX)
TX
12/15/2004 - 07/22/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EL PASO TX)
TX
05/13/1996 - 05/07/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 02/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/11/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1996
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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