Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessie? Claim Your ProfileJessie Lynn Dean is a financial advisor with over 20 years of experience in the industry. Jessie is currently registered with Osaic Wealth, Inc., a firm that provides financial planning and portfolio management services. Jessie is licensed to provide financial services in Massachusetts and Oregon. In addition to their Series 7, 6, and 63 licenses, Jessie also holds the Series 99TO and SIE licenses. Jessie has a long history of working with clients, including individuals, families, businesses, and charitable organizations. Jessie’s specializations include financial planning, retirement planning, college savings, and investment management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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2
OR
06/14/2024 - Present
Osaic Wealth, Inc. (PORTLAND OR)
OR
05/12/2021 - 06/14/2024
SECURITIES AMERICA, INC. (PORTLAND OR)
WA
11/06/2020 - 02/05/2021
SECURITIES AMERICA, INC. (SEATTLE WA)
WA
07/06/2005 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
MA
09/29/1998 - 04/05/2005
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
BC
Issued 05/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/28/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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