Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Thurber is a financial advisor at LPL Financial LLC, a firm with over $50 billion in assets under management. Jesse has been working in the financial services industry since 2009 and is registered to provide investment advice in 14 states. Jesse holds the Series 7 and 66 securities licenses, and the Series 63 insurance license. Jesse is also a CERTIFIED FINANCIAL PLANNER™ professional. Prior to joining LPL Financial LLC, Jesse worked at BANCWEST INVESTMENT SERVICES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
1
2
CA
07/19/2023 - Present
LPL Financial LLC (PASADENA CA)
CA
01/12/2015 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (PASADENA CA)
CA
02/20/2009 - 12/26/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIAN WELLS CA)
BOTH
Issued 03/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jesse Thurber is the right advisor for you? Invested Better is here to help.
