Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jada? Claim Your ProfileJada Hallberg is a financial advisor associated with Cambridge Investment Research Advisors, Inc. located in Pocahontas, Iowa. Jada has been in the securities industry since May 1999. Jada is a registered representative in Iowa, Indiana, Nebraska, New Jersey, California and Florida. Jada specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IA
06/15/2020 - Present
Cambridge Investment Research Advisors, Inc. (Pocahontas IA)
IA
06/18/2012 - 06/19/2020
VOYA FINANCIAL ADVISORS, INC. (POCAHONTAS IA)
IA
03/26/2003 - 06/26/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (POCAHONTAS IA)
IA
05/19/1999 - 03/28/2003
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
BOTH
Issued 01/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/18/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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