Unclaimed
Jeffrey Sietstra is a financial advisor with LPL Financial LLC. Jeffrey has been in the financial services industry since 2006 and is registered with the state of Nebraska. Jeffrey is also a Registered Principal. Prior to joining LPL Financial LLC, Jeffrey worked at Securities America, Inc. Jeffrey has experience in providing financial planning, portfolio management, and consulting services. Jeffrey is committed to providing his clients with personalized financial advice and guidance.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NE
06/21/2024 - Present
LPL Financial LLC (OMAHA NE)
NE
08/08/2006 - 05/16/2024
SECURITIES AMERICA, INC. (Omaha NE)
BOTH
Issued 10/31/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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