Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Pfannenstiel is a financial advisor with Cetera Investment Advisers LLC based in Omaha, Nebraska. Jacob Pfannenstiel has been in the financial industry since 2012 and has been registered with Cetera Investment Advisers LLC since 2023. Jacob Pfannenstiel has Series 4, 7, 24, 52, 53, and 66 licenses. Jacob Pfannenstiel is also a Registered Investment Advisor (RIA) in the state of Nebraska. Jacob Pfannenstiel previously worked at Securities America, Inc.
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.
1
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 08/08/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/23/2015
Series 4 - Registered Options Principal Examination
BC
Issued 02/27/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2015
Series 52 - Municipal Securities Representative Examination
BC
Issued 11/19/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jacob Pfannenstiel is the right advisor for you? Invested Better is here to help.
