Unclaimed
Jenifer Dahir is an investment advisor representative at Principal Securities, Inc. in Omaha, Nebraska. Jenifer has been in the financial services industry since November 2006. Jenifer has been with Principal Securities, Inc. since July 2009. Jenifer is registered to provide investment advice in California, Iowa, Nebraska, South Carolina, Washington, and Wyoming. Jenifer has a Series 63, 65, 7, and SIE license. Jenifer's areas of expertise include financial planning, pension consulting, and educational seminars. Jenifer is a trusted advisor who can help individuals and families achieve their financial goals. In addition to Jenifer's role at Principal Securities, Inc., Jenifer also provides outside insurance services through OCI Financial Services.
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
NE
07/10/2009 - Present
Principal Securities, Inc. (OMAHA NE)
NE
11/10/2006 - 06/08/2009
PRINCOR FINANCIAL SERVICES CORPORATION (OMAHA NE)
IA
Issued 06/21/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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