Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Wolfgram is a financial advisor in Omaha, Nebraska. Jack has been in the financial services industry since 2022. Jack holds the Series 7, Series 66 and SIE licenses, as well as is a registered representative in Nebraska. Jack is currently employed at Equitable Advisors, LLC in Omaha, Nebraska. In addition to being a registered representative, Jack is also a registered sales assistant for Scott Sladovnik. Jack’s current role involves providing financial advice to individuals and families, as well as businesses and institutions. Jack's services include financial planning, portfolio management, and retirement planning. Jack is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.
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.
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.
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2
NE
11/16/2022 - Present
Equitable Advisors, LLC (OMAHA NE)
BOTH
Issued 11/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/03/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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