Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessie? Claim Your ProfileJessie Barrett is a financial advisor with Wells Fargo Advisors Financial Network, LLC, registered in Illinois and Texas. Jessie has been working in the financial services industry since 1998. Jessie has a diverse background and experience, having previously worked with Van Kampen Funds Inc., as well as Wells Fargo Clearing Services, LLC. Jessie holds several licenses and certifications including Series 7, 24, 63, and 65, as well as the SIE exam. Jessie specializes in portfolio management for individuals and businesses, as well as providing financial planning services.
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.
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.
Investment consulting services to institutional clients
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.
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2
IL
12/01/2023 - Present
Wells Fargo Advisors Financial Network, LLC (HINSDALE IL)
IL
12/14/1999 - 12/01/2023
WELLS FARGO CLEARING SERVICES, LLC (HINSDALE IL)
TX
12/14/1998 - 12/07/1999
VAN KAMPEN FUNDS INC. (HOUSTON TX)
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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