Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Bridges is a financial advisor with Sequent Planning, LLC, based in Omaha, Nebraska. Jeff has been in the industry since 2003 and holds the Series 7, 63, 65, and 66 licenses, as well as the Series 24. Jeff provides financial planning, pension consulting, and portfolio management services to individuals and businesses. Jeff also offers educational seminars to clients and prospects. In addition to Sequent Planning, LLC, Jeff also has experience with Securian Financial Services, Inc., and Woodmen Financial Services, 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.
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
09/08/2020 - Present
Sequent Planning, LLC (OMAHA NE)
NE
07/03/2019 - 08/25/2020
SECURIAN FINANCIAL SERVICES, INC. (OMAHA NE)
NE
04/15/2003 - 07/03/2019
WOODMEN FINANCIAL SERVICES, INC. (OMAHA NE)
BOTH
Issued 07/13/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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