Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Stacy is a financial advisor with Cambridge Investment Research Advisors, Inc. Jesse is a Certified Financial Planner with over 4 years of experience in the financial services industry. Jesse is registered with the state of Ohio and holds Series 66, Series 7TO and SIE licenses. Jesse provides financial planning and portfolio management services to individuals, families, and businesses. Jesse is also an independent insurance agent and has experience in the insurance industry.
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.
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.
Solicitation fees from 3rd party money managers
1
2
OH
07/26/2021 - Present
Cambridge Investment Research Advisors, Inc. (Bellville OH)
OH
09/21/2019 - 07/28/2021
EDWARD JONES (DUBLIN OH)
BOTH
Issued 10/12/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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