Unclaimed
Jacob Anton Nienaber is a financial advisor with LPL Financial LLC, located in Elkhorn, NE. Jacob has been a registered representative in the securities industry since 2018, and has experience working with both TD Ameritrade and Charles Schwab. Jacob has a Series 6, 7, 63, and SIE licenses, and is a Certified Financial Planner. Jacob's approach to financial advising is tailored to the individual needs of each client, with a focus on building long-term financial plans and helping clients reach 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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NE
08/07/2023 - Present
LPL Financial LLC (ELKHORN NE)
TX
05/17/2022 - 06/05/2023
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NE
04/30/2021 - 06/05/2023
TD AMERITRADE, INC. (OMAHA NE)
NE
09/11/2019 - 11/18/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (OMAHA NE)
NE
02/05/2018 - 03/05/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FREMONT NE)
BC
Issued 09/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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