Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Breeling is a financial advisor who has been working in the industry since February 14, 1991. Currently, Jeffrey is registered with Osaic Wealth, Inc. in Omaha, NE. Jeffrey has worked with various financial companies in the past, including LPL FINANCIAL LLC, CETERA ADVISOR NETWORKS LLC, SUMMIT BROKERAGE SERVICES, INC., SII INVESTMENTS, INC., and Ameritas Investment Corp. Jeffrey offers financial planning, portfolio management for individuals and businesses, and pension consulting. He also offers educational seminars and helps clients select other advisors.
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.
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2
NE
03/27/2024 - Present
Osaic Wealth, Inc. (OMAHA NE)
NE
01/30/2020 - 03/25/2024
LPL FINANCIAL LLC (OMAHA NE)
NE
09/20/2019 - 02/03/2020
CETERA ADVISOR NETWORKS LLC (OMAHA NE)
NE
08/25/2015 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (OMAHA NE)
NE
09/04/2009 - 08/27/2015
SII INVESTMENTS, INC. (OMAHA NE)
NE
04/28/2000 - 09/16/2009
AMERITAS INVESTMENT CORP. (OMAHA NE)
CA
10/01/1997 - 05/02/2000
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NE
09/04/1996 - 10/03/1997
SECURITIES AMERICA, INC. (LAVISTA NE)
WI
11/17/1994 - 09/16/1996
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
11/17/1994 - 09/16/1996
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IN
01/18/1991 - 10/19/1994
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/18/1991 - 10/19/1994
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 01/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/27/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1992
Series 7 - General Securities Representative Examination
BC
Issued 01/17/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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