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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Thomas Norman is an investment advisor representative with Osaic Wealth, Inc. located in Billings, Montana. Jesse has over 15 years of experience in the financial services industry, specializing in providing financial planning and portfolio management services to individuals, businesses, and institutions. Jesse's prior experience includes time with FIRST FINANCIAL EQUITY CORPORATION, MORGAN STANLEY & CO. INCORPORATED and MORGAN STANLEY DW INC. Jesse holds the Series 7, 63, 65, 31, and SIE licenses and has experience in a variety of investment areas including insurance.
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.
A percentage of the total value of assets under management is charged.
1
2
MT
04/06/2022 - Present
Osaic Wealth, Inc. (BILLINGS MT)
MT
09/10/2008 - 05/02/2022
FIRST FINANCIAL EQUITY CORPORATION (BILLINGS MT)
MT
04/02/2007 - 09/25/2008
MORGAN STANLEY & CO. INCORPORATED (BILLINGS MT)
MT
05/10/2006 - 04/02/2007
MORGAN STANLEY DW INC. (BILLINGS MT)
IA
Issued 07/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 09/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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