Jamey
Pesek
Principal Securities, Inc
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About this Advisor
Jamey Pesek is a financial advisor who works out of Fargo, North Dakota who has 8 years of industry experience. Pesek is currently employed by Principal Securities, Inc. Over the course of their career, they have held roles at Money Concepts Capital Corp, Principal Securities Inc, Principal Life Insurance Company and Princor Financial Services Corporation. Pesek maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in North Dakota and Texas. Principal Securities, Inc is an advisory company that has its headquarters in Des Moines, IA. The company has offices in 350 locations and a total of 1,430 advisors. It has $9 billion in assets across its 46,075 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides services to 34 charities and foundations. Of its 46,075 customer accounts, just 3% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Principal Securities, Inc has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees usually vary depending on the type of services. Fees billed by Principal Securities, Inc most likely include some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Principal Securities, Inc Brokerage Details
$9,416,854,861
1,430
46,075
$204,381
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jamey Pesek Work History
Jamey has been registered as a financial advisor for 8 years.*
Principal Securities Inc
Principal Life Insurance Company
Princor Financial Services Corporation
Money Concepts Capital Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jamey Pesek to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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