Jesse Sell (CRD# 2221965) is an Investment Advisor Representative working at Prevail Financial Partners, LLC in Stillwater, MN and has over 29 years of experience in the finance industry. Jesse Sell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 4898817
Raymond James & Associates, Inc.
CRD# 6559296
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prevail Financial Partners, LLC | Stillwater, MN | Mar 2019 - Current | 5 |
| Ameriprise Financial Services, Inc. | Lake Elmo, MN | Jun 2008 - Feb 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1994 |
- MN
- TX
- WI
-
Total Assets Under Management46MILLIONS
-
Total Number of Accounts173ACCOUNTS
-
Average Account Value$266,987
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MN, TX, WI
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