Unclaimed
Jesse Grams is an investment advisor representative with Horace Mann Investors, Inc. Jesse has been in the financial services industry since 2008. Jesse holds Series 7, Series 63, and Series 66 licenses, and the Securities Industry Essentials Examination. Jesse is registered in Arizona. Previously, Jesse was affiliated with LPL Financial LLC, USI Securities, Inc., ADP Broker-Dealer, Inc., Ameritas Investment Corp. and D.A. Davidson & Co. Jesse has a real estate license and may provide real estate services in the future.
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Percentage of assets under third party investment management
1
2
IL
12/06/2021 - Present
Horace Mann Investors, Inc. (SPRINGFIELD IL)
AZ
02/21/2020 - 06/29/2020
LPL FINANCIAL LLC (PHOENIX AZ)
AZ
09/08/2017 - 05/03/2018
USI SECURITIES, INC. (PHOENIX AZ)
NJ
12/06/2011 - 09/06/2017
ADP BROKER-DEALER, INC. (ROSELAND NJ)
NE
12/10/2008 - 12/05/2011
AMERITAS INVESTMENT CORP. (LINCOLN NE)
NE
05/02/2008 - 11/10/2008
D.A. DAVIDSON & CO. (LINCOLN NE)
NE
03/09/2001 - 03/22/2001
SECURITIES AMERICA, INC. (LAVISTA NE)
NJ
10/15/1998 - 02/14/2001
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 12/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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