Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Meislahn is a financial advisor registered with Principal Securities, Inc. Jeffrey has over 24 years of experience in the industry. Jeffrey is also registered in 21 states and has earned several licenses and certifications including Series 6, 7, 63 and 66. Jeffrey works with a wide range of clients including individuals, corporations, charitable organizations, and pension and profit-sharing plans. Jeffrey provides a variety of financial services including financial planning, portfolio management, and educational seminars. Jeffrey is committed to helping clients achieve their financial goals.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
06/18/2021 - Present
Principal Securities, Inc. (West Des Moines IA)
CT
08/22/2001 - 12/17/2002
PPI EMPLOYEE BENEFITS CORPORATION (MIDDLETOWN CT)
IA
10/07/1997 - 02/20/2001
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 12/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/06/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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