Unclaimed
Jessie Rowe Faircloth is a financial advisor at LPL Financial LLC, a firm with a focus on financial planning, portfolio management and other advisory services. Jessie has been in the industry since 2003 and has a Series 7, Series 63 and SIE licenses. Jessie works out of the Irmo, South Carolina office.
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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
09/29/2023 - Present
LPL Financial LLC (IRMO SC)
SC
04/21/2016 - 12/05/2022
LPL FINANCIAL LLC (COLUMBIA SC)
SC
02/11/2005 - 10/15/2015
WELLS FARGO ADVISORS, LLC (COLUMBIA SC)
MO
11/29/2001 - 07/27/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 02/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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