Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abby? Claim Your ProfileAbby Brekke is a financial professional with over 10 years of experience in the financial services industry. Abby has a strong understanding of investment products and services, and she is committed to helping her clients achieve their financial goals. Abby is a registered representative with Principal Securities, Inc. and she is also a licensed insurance agent. Abby works with a wide range of clients, including individuals, families, and businesses. Abby is passionate about helping her clients understand their financial situation and develop a plan to meet their needs.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
12/08/2020 - Present
Principal Securities, Inc. (DES MOINES IA)
IA
08/17/2019 - 08/05/2020
AMERIPRISE FINANCIAL SERVICES, LLC (WATERLOO IA)
IA
10/02/2007 - 09/22/2010
PRINCOR FINANCIAL SERVICES CORPORATION (CEDAR FALLS IA)
BOTH
Issued 01/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/23/2019
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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