Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Burr is an investment advisor representative at Charles Schwab & CO., Inc. Jesse has been in the financial services industry for over 24 years and specializes in retirement planning and investment management. Jesse is also a registered representative in Iowa, with a license to trade securities in a variety of states. Jesse has previously worked for TD Ameritrade, Inc., Scottrade, Inc., and Princor Financial Services Corporation.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
IA
01/26/2022 - Present
Charles Schwab & CO., Inc. (West Des Moines IA)
IA
02/26/2018 - 05/19/2024
TD AMERITRADE, INC. (West Des Moines IA)
IA
04/07/2006 - 02/26/2018
SCOTTRADE, INC. (WEST DES MOINES IA)
IA
08/01/2005 - 04/03/2006
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NE
10/04/2000 - 06/27/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
MI
08/30/1999 - 09/21/2000
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 07/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/07/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1999
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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