Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessie? Claim Your ProfileJessie Marie McCollough is an investment advisor representative at First Citizens Investor Services, Inc. Jessie is registered with FINRA as well as the states of Florida, Georgia, North Carolina, South Carolina, and Virginia. Jessie has a strong background in financial services, having previously worked with Wells Fargo Clearing Services, LLC, and First Citizens Investor Services, Inc., as well as in banking roles with First Citizens Bank and Sun Trust Bank. Jessie is also a licensed investment advisor representative in North Carolina.
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.
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
NC
06/12/2024 - Present
First Citizens Investor Services, Inc. (Charlotte NC)
FL
12/19/2019 - 07/07/2020
WELLS FARGO CLEARING SERVICES, LLC (BOCA RATON FL)
NC
09/19/2018 - 06/17/2019
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
IA
Issued 05/13/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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