Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Zahn is a registered representative with Principal Securities, Inc., and is based in Sewickley, PA. Jesse has been working in the securities industry since September 2021. Jesse holds the Series 7TO and SIE securities licenses. Jesse is also a registered investment advisor representative in PA and TX. Jesse has a specialization in Insurance and Financial Planning.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
PA
08/24/2022 - Present
Principal Securities, Inc. (SEWICKLEY PA)
BOTH
Issued 11/15/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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