Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessie? Claim Your ProfileJessie Lee Taylor is a registered representative with T. Rowe Price Advisory Services, Inc. Jessie has over 13 years of experience in the financial services industry. Before joining T. Rowe Price, Jessie worked at Ameriprise Financial Services, Inc. and U.S. Bancorp Investments, Inc.. Jessie is licensed to sell securities in all 50 states and the District of Columbia. Jessie is also a registered investment advisor representative in Maryland and Minnesota. Jessie specializes in providing financial planning and portfolio management services to individuals and corporations.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d
1
2
MN
06/09/2021 - Present
T. Rowe Price Advisory Services, Inc. (Savage MN)
MN
01/03/2017 - 05/12/2021
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (Minneapolis MN)
MN
01/12/2015 - 05/12/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Minneapolis MN)
MN
03/08/2013 - 12/22/2014
U.S. BANCORP INVESTMENTS, INC. (EDINA MN)
NV
04/01/2011 - 03/06/2013
AMERIPRISE FINANCIAL SERVICES, INC. (LAS VEGAS NV)
MN
01/09/2009 - 02/07/2011
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
09/17/2008 - 11/06/2008
UVEST FINANCIAL SERVICES GROUP, INC. (ROSEVILLE MN)
BOTH
Issued 02/04/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2013
Series 4 - Registered Options Principal Examination
BC
Issued 03/19/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/14/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/16/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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