Jessie V. Zuelow
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jessie Virginia Zuelow, who also goes by Jessie VIrginia Marlow, Jessie Virginia Rowland, was a registered financial professional .
Jessie is a previously registered financial professional and started their career in finance in 1999. Jessie had worked at 3 firms and has passed the Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 1, 2010 - March 24, 2014
RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD.
February 17, 2000 - October 11, 2004
AVANTAX INVESTMENT SERVICES, INC.
September 22, 1999 - March 7, 2000
AMERICAN GENERAL EQUITY SERVICES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD.
CRD#: 105047 / SEC#: 801-25980
Contact information
Regulatory assets under management
| Total Number of Accounts | 75 |
| AUM (Assets Under Management) | $ 77,014,832 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
