![Brianna Chalek, financial advisor Omaha NE](/img/ws/profile-blank-sq.png)
Brianna Chalek (CRD# 6711329) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Omaha, NE and has over 7 years of experience in the finance industry.
![Kyle Acre, financial advisor Omaha NE](/img/ws/profile-blank-sq.png)
CRD# 6243132
Edward Jones
![Steve Adams, financial advisor Omaha NE](/img/ws/profile-blank-sq.png)
CRD# 5297231
Charles Schwab & Company, Inc.
![Michael Adelman, financial advisor Omaha NE](/img/ws/profile-blank-sq.png)
CRD# 6157826
Principal Advised Services
Company Name | Location | Dates | Years |
---|---|---|---|
Charles Schwab And Company, Inc. | Omaha, NE | Jun 2024 - Current | < 1 |
Chi Health Laboratory | Omaha, NE | Oct 2014 - Current | 9 |
Td Ameritrade, Inc. | Omaha, NE | Sep 2016 - Jun 2024 | 7 |
Honda Cars Of Bellevue | Bellevue, NE | Jun 2014 - Mar 2016 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2016 |
S66 | NASAA Uniform Combined State Law Examination | Jul 2017 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NE
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
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- Financial planning services
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