Unclaimed
Jesse Richard Dalsing is an investment advisor representative with Empower Advisory Group, LLC, a firm based in Greenwood Village, Colorado. Jesse has been in the industry since 2000 and has experience providing financial planning and portfolio management for individuals. Jesse holds a Series 6, 7, 63, and 65 license as well as the SIE designation. Empower Advisory Group, LLC is a firm that provides a wide range of investment advisory services, including financial planning, portfolio management, and educational seminars. Jesse is a registered representative with the state of Wisconsin.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
WI
09/15/2021 - Present
Empower Advisory Group, LLC (Hazel Green WI)
IA
04/30/2005 - 09/09/2021
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (DUBUQUE IA)
CT
07/10/2000 - 04/30/2005
PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC. (HARTFORD CT)
IA
Issued 08/20/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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