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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Proskovec is a financial advisor with Mutual of Omaha Investor Services, Inc. located in Omaha, Nebraska. Adam has been in the financial industry since 2005 and is registered in 19 states and is licensed to provide investment advice in Nebraska. Adam's current registrations are held with both FINRA and the State of Nebraska. Adam has 6 product exams and 4 principal exams. He provides investment advice to individuals, high net worth individuals, pension and profit sharing plans, and corporations and other businesses. Adam also has experience with securities, mutual funds, variable contracts, and other investment products. He is also licensed in the state of Nebraska as an Investment Advisor Representative.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Promoter fees and third party money manager fees
1
2
NE
12/09/2013 - Present
Mutual OF Omaha Investor Services, Inc. (OMAHA NE)
NE
11/23/2005 - 11/13/2013
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
05/17/2005 - 06/21/2005
AMERITAS INVESTMENT CORP. (LINCOLN NE)
IA
Issued 03/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2018
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/01/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/22/2007
Series 4 - Registered Options Principal Examination
BC
Issued 10/23/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2007
Series 3 - National Commodity Futures Examination
BC
Issued 02/21/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/16/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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