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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Riesberg is a financial advisor with Advisor Share Wealth Management. Jeffrey has been in the financial industry since 2006 and holds both Series 63 and Series 66 licenses. Advisor Share Wealth Management provides a comprehensive asset management platform. They work with a variety of clients, including individuals, families, and businesses. Jeffrey is currently registered to offer advisory services in Kansas, Nebraska, and Texas.
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.
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.
Comprehensive asset management platform provider
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.
Investment platform fees
1
2
NE
08/05/2024 - Present
Advisor Share Wealth Management (Lincoln NE)
NE
04/08/2013 - 12/05/2018
ALLSTATE FINANCIAL SERVICES, LLC (LA VISTA NE)
NE
02/01/2012 - 02/01/2013
WOODMEN FINANCIAL SERVICES, INC. (OMAHA NE)
NE
04/14/2006 - 12/20/2011
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 08/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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