Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Podpeskar is a financial advisor registered with Bridges Investment Management Inc. in Omaha, Nebraska. Daniel has been working in the financial services industry since July 2018. Daniel earned the Series 7, Series 63 and SIE licenses and holds the designation Chartered Financial Analyst. Daniel provides advisory services in financial planning, pension consulting and portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Daniel also provides research and securities research services. Daniel has prior experience with TD Ameritrade, Inc. and Midwest Housing Equity Group.
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.
Strategic management for diversified investment portfolios.
Securities research 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.
A percentage of the total value of assets under management is charged.
Consulting
1
2
NE
05/08/2023 - Present
Bridges Investment Management Inc. (OMAHA NE)
NE
08/22/2018 - 03/15/2019
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 08/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Daniel Podpeskar is the right advisor for you? Invested Better is here to help.
