Unclaimed
Jason Meysenburg is a financial advisor with PNC Investments, a firm that has been in business for over 100 years. Jason has been in the financial industry since 1996, working previously for BANCWEST Investment Services, Inc. and QA3 Financial Corp. Jason is a registered representative in Nebraska and has a number of professional licenses and certifications, including Series 7, Series 63, Series 52, and Series 53 licenses. He is a financial advisor with a focus on providing financial planning and investment management services to individuals and families, businesses, and institutions.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NE
10/26/2023 - Present
PNC Investments (OMAHA NE)
NE
10/27/2006 - 08/31/2023
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
NE
03/26/2003 - 10/16/2006
QA3 FINANCIAL CORP. (OMAHA NE)
NE
04/24/1996 - 01/23/2003
SECURITIES AMERICA, INC. (LAVISTA NE)
BOTH
Issued 04/04/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/24/1998
Series 4 - Registered Options Principal Examination
BC
Issued 12/11/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/26/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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