Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Peplinski is a financial advisor with over 20 years of experience in the industry. Jason is currently registered with Osaic Wealth, Inc. and has a wide range of experience in providing financial advice and investment management services to individual and institutional clients. Jason has earned several licenses and certifications including the Series 6, 7, 24, 26 and SIE exams. In addition to providing securities and investment advisory services, Jason also offers a variety of insurance products.
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
06/10/2024 - Present
Osaic Wealth, Inc. (LINCOLN NE)
NE
11/04/2016 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LINCOLN NE)
NE
10/31/2007 - 11/07/2016
INVESTACORP, INC. (LINCOLN NE)
NE
09/17/2002 - 11/02/2007
WOODBURY FINANCIAL SERVICES, INC. (LINCOLN NE)
NE
09/21/2000 - 09/05/2002
AMERITAS INVESTMENT CORP. (LINCOLN NE)
BOTH
Issued 08/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2002
Series 24 - General Securities Principal Examination
BC
Issued 04/13/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jason Peplinski is the right advisor for you? Invested Better is here to help.
