Individual Firm
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JACQUELINE SIMONE O'HERN
JACKI SIMONE, JACQUELINE SIMONE
CRD#: 6333360
IA
B
CREATIVE PLANNINGCRD#: 105348 12925 W. Dodge Rd.
Omaha, NE 68154
Omaha, NE 68154
0
Disclosures
10
Years of Experience
View By:
State Registrations
IA
Nebraska 8/5/2022
IA
Texas 2/7/2019
IA
Registered with this firm since 9/14/2017
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 05/25/2016 - 09/01/2017 | KANSAS CITY, MO | |
B | 05/25/2016 - 09/01/2017 | KANSAS CITY, MO | |
B | 01/08/2015 - 05/25/2016 | OVERLAND PARK, KS | |
IA | 02/12/2015 - 05/24/2016 | OVERLAND PARK, KS | |
B | 09/09/2014 - 11/14/2014 | LEAWOOD, KS |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.