Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Potmesil is a financial advisor who has been in the industry since August 25, 2015. Jennifer is currently registered with Mariner Wealth in Omaha, Nebraska and is also registered in Iowa. Jennifer has a Series 66, Series 7, and Series 7TO licenses as well as the SIE. She has experience with individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, charitable organizations, and banking or thrift institutions. Jennifer is also a Certified Financial Planner.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
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NE
09/10/2021 - Present
Mariner Wealth (OMAHA NE)
NE
08/25/2015 - 08/20/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OMAHA NE)
BOTH
Issued 11/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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