Unclaimed
Jesse Scott Tucker is a financial advisor in Summerville, Georgia, with over 20 years of experience in the financial services industry. Jesse is currently registered with LPL Financial LLC. Jesse has a Series 7 and Series 63 license and has previously held licenses and registrations with INVEST Financial Corporation, FIRST LEGACY SECURITIES, LLC, LINSCO/PRIVATE LEDGER CORP. and MIDSOUTH CAPITAL, INC. Jesse's specializations include various aspects of financial planning and portfolio management.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
GA
02/14/2018 - Present
LPL Financial LLC (SUMMERVILLE GA)
GA
07/23/2009 - 02/14/2018
INVEST FINANCIAL CORPORATION (SUMMERVILLE GA)
GA
05/03/2006 - 07/23/2009
FIRST LEGACY SECURITIES, LLC (SUMMERVILLE GA)
SC
11/01/2002 - 12/02/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
GA
03/30/1999 - 09/25/2000
MIDSOUTH CAPITAL, INC. (ATLANTA GA)
BC
Issued 03/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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