Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Christian Jessen is a financial professional with over 26 years of experience in the industry. Joel is currently registered with American Enterprise Investment Services Inc. Joel has a broad range of experience having worked with Wells Fargo Clearing Services, LLC, First Union Brokerage Services, Inc. and Mutual of Omaha Investor Services, Inc. Joel has a Series 6, 7, 24, 63, SIE and Series 99TO licenses. Joel is currently registered 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.
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.
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2
NC
06/13/2024 - Present
American Enterprise Investment Services Inc. (Charlotte NC)
NC
10/01/2000 - 05/13/2024
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
02/16/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NE
05/29/1997 - 01/21/1998
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 06/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/28/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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