Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Robert Perez is an investment advisor representative with Ameriprise Financial Services, LLC, working out of their Bossier City, LA branch. Jesse has been in the industry since 2007 and has a combined total of 29 years of experience. Jesse is currently registered with the following regulators: FINRA and the states of Louisiana and Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation services
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
LA
04/06/2023 - Present
Ameriprise Financial Services, LLC (Bossier City LA)
LA
10/01/2012 - 04/07/2023
J.P. MORGAN SECURITIES LLC (BOSSIER CITY LA)
LA
07/16/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BOSSIER CITY LA)
LA
03/29/2007 - 04/01/2008
EDWARD JONES (BOSSIER CITY LA)
BOTH
Issued 05/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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