Unclaimed
Jesse Terry Modahl is a registered representative with RBC Capital Markets, LLC and has been in the financial services industry since August 8, 2017. Jesse Terry Modahl has a Series 66 license and has passed the General Securities Principal Examination, General Securities Sales Supervisor - General Module Examination, General Securities Sales Supervisor - Options Module Examination, Securities Industry Essentials Examination, and General Securities Representative Examination. Jesse Terry Modahl also holds registrations in Arkansas, Massachusetts, Minnesota, Montana, and Utah. Jesse Terry Modahl is also a 20% owner of Eight - Three Investments, LLC, a real estate investment company.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
MN
06/28/2018 - Present
RBC Capital Markets, LLC (MINNEAPOLIS MN)
BOTH
Issued 06/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2023
Series 24 - General Securities Principal Examination
BC
Issued 04/10/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/22/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2017
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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