Jamey Pesek
Financial Advisor at Principal Financial Group
- Role
- Principal Securities, Inc Registered Representative at Principal Financial Group
- Location
- Fargo, ND, US
- LinkedIn followers
- 500 followers
About Jamey Pesek
Are your personal and business financial strategies up to date? A quick look at what…
Experience
Principal Securities, Inc Registered Representative
Nov 2015 — Present · Fargo, ND, US
Insurance products issued by Principal National Life Insurance Co.(except in NY), Principal Life Insurance Co, Securities and advisory products offered through Principal Securities, Inc, member SIPC. Principal National, Principal Life, and Principal Securities, Inc. are members of the Principal Financial Group®, Des Moines, IA 50392, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor.
Education
Concordia College
B.A.
1994 — 1997
Skills
- Business Continuation Strategies
- Annuities (Variable & Fixed)
- Income Protection
- Series 6, 7, 63, 65 Registrations
- Survivor Income
- Split Dollar Plans
- Term Life Insurance
- Iras (Traditional & Roth)
- Retirement Planning
- College Funding Strategies
- Wealth Accumulation
- Financial Needs Analysis
- Pension Plans
- Wellness Programs
- 401 (K), 402 (B), Sep & Simple Iras
- Universal Life Insurance
- Informal Business Valuation
- Estate Planning
- Permanent Life Insurance
- Asset Allocation
- Mutual Funds
- Dental Insurance
- Business Overhead Expense
- Salary Continuation
- Charitable Giving
- Long-Term Care Insurance
- Disability Income Insurance
- Buy-Sell Review
- Whole Life Insurance
- Key Person Insurance
- Buy-Sell Agreements
- Supplemental Retirement Income
- Deferred Compensation Plans
- Tax-Deferred Savings
- Executive Benefit Strategies
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