Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessie? Claim Your ProfileJessie Leroy Spence is a financial professional with over a decade of experience in the industry. Jessie is currently registered with Principal Securities, Inc. and holds a Series 6 and Series 63 license, as well as the SIE. Prior to joining Principal Securities, Jessie was with PRUCO SECURITIES, LLC., W&S BROKERAGE SERVICES, INC., and PRINCOR FINANCIAL SERVICES CORPORATION. Jessie has a proven track record of success in helping individuals and businesses reach their financial goals.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
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2
LA
11/10/2023 - Present
Principal Securities, Inc. (LAFAYETTE LA)
LA
03/26/2020 - 11/03/2023
PRUCO SECURITIES, LLC. (Baton Rouge LA)
LA
10/15/2018 - 03/24/2020
W&S BROKERAGE SERVICES, INC. (Lafayette LA)
LA
06/04/2012 - 01/29/2014
PRINCOR FINANCIAL SERVICES CORPORATION (CHURCH POINT LA)
LA
02/01/2006 - 12/31/2010
JBS LIBERTY SECURITIES, INC. (BATON ROUGE LA)
BC
Issued 02/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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