Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileAdvisors 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.
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
09/01/2023 - Present
Osaic Wealth, Inc. (LINCOLN NE)
NE
06/25/2013 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LINCOLN NE)
NE
05/21/1996 - 06/21/2013
LPL FINANCIAL LLC (LINCOLN NE)
MN
03/04/1996 - 05/15/1996
FBS INVESTMENT SERVICES, INC. (SAINT PAUL MN)
WI
05/31/1995 - 01/29/1996
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
09/18/1992 - 06/13/1995
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
NJ
01/02/1992 - 09/22/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
01/02/1992 - 09/22/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
08/27/1990 - 12/24/1991
AFFILIATED FINANCIAL SERVICES, INC.
NE
05/15/1990 - 08/27/1990
SMITH HAYES FINANCIAL SERVICES CORPORATION (LINCOLN NE)
IA
04/10/1989 - 04/23/1990
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NA
01/27/1989 - 04/08/1989
AMERITAS INVESTMENT CORP.
NA
09/15/1987 - 02/22/1989
B.C. CHRISTOPHER SECURITIES CO.
NA
10/09/1986 - 09/08/1987
AMERITRADE, INC.
BC
Issued 7/1/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/20/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/4/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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