Jeff Platter
Financial Advisor
- Role
- Financial Representative, Principal Securities Registered Representative, Financial Advisor at Principal Financial Group
- Location
- Lincoln, NE, US
- LinkedIn followers
- 500 followers
About Jeff Platter
The skills list below does not imply licensure, training, or the ability to solicit products or services.
Experience
Financial Representative, Principal Securities Registered Representative, Financial Advisor
Aug 2015 — Present
Insurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc. Member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Jeff Platter, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor. Arkway Wealth is not an affiliate of any company of the Principal Financial Group® Jeff Platter is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed. Content provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites. AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF designation does not mean the holder is acting in a fiduciary capacity.
Education
University of Nebraska-Lincoln
Bachelor of Science, Business Administration
1988 — 1991
Skills
- 403(B)
- Disability Income Insurance
- Informal Business Valuation
- Annuities
- Simple Iras
- Financial Needs Analysis
- Deferred Compensation Plans
- Executive Benefit Strategies
- Variable Annuities
- Charitable Giving
- Roth Iras
- Tax-Deferred Savings
- Traditional Iras
- Income Protection
- Survivor Income
- Term Life Insurance
- Asset Allocation Analysis
- Current Policy Review
- Buy-Sell Review
- Sep
- College Funding
- Buy-Sell Agreements
- Key Person Insurance
- Iras
- Universal Life Insurance
- Mutual Funds
- Group Life Insurance
- 401(K)
- Life Insurance
- Retirement Planning
- Brokerage Accounts
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