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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanna? Claim Your ProfileJeanna Lynn Stecklein is a financial advisor currently working with Orion Portfolio Solutions, LLC, based in Omaha, Nebraska. Jeanna has been in the financial services industry since August 2008, working with a variety of firms across the country. Jeanna is a licensed advisor in Nebraska, and is also registered as an Investment Advisor Representative. Jeanna has experience working with a variety of clients, including individuals, corporations, and institutions. Jeanna specializes in financial planning, portfolio management, and pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
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.
Portfolio management for educational savings & able plans
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NE
01/17/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
GA
02/28/2017 - 11/29/2021
TRANSAMERICA FINANCIAL ADVISORS, INC (JOHNS CREEK GA)
NY
10/26/2015 - 12/31/2016
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
IA
12/11/2014 - 08/05/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
IA
01/11/2013 - 05/30/2013
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (MARION IA)
IA
08/03/2011 - 12/21/2012
NATIONS FINANCIAL GROUP, INC. (CEDAR RAPIDS IA)
MA
06/19/2001 - 02/11/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
02/02/1998 - 10/10/2001
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 09/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2021
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/14/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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