Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Daniel Pfannenstiel is an investment advisor representative currently registered with Cetera Investment Advisers LLC, located in Schaumburg, Illinois. Jacob Pfannenstiel has been in the securities industry since July 2013 and has a diverse background, having worked with Securities America, Inc. in the past. Jacob Pfannenstiel holds numerous licenses including Series 4, 7, 24, 52, 53 and 66, and has extensive experience in financial planning, pension consulting and portfolio management. Jacob Pfannenstiel is committed to providing personalized financial advice to individuals, families and businesses. Cetera Investment Advisers LLC is a national firm with a strong focus on providing comprehensive financial planning and investment management services to individuals and families.
OMAHA, NE
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
06/29/2023 - Present
Cetera Investment Advisers LLC (OMAHA NE)
NE
11/20/2012 - 06/02/2021
SECURITIES AMERICA, INC. (LAVISTA NE)
BOTH
Issued 8/8/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/13/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 2/23/2015
Series 4 - Registered Options Principal Examination
BC
Issued 2/27/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/17/2015
Series 52 - Municipal Securities Representative Examination
BC
Issued 11/19/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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