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Adrian Alberto Ortiz raimundi

Mutual OF Omaha Investor Services, Inc.

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About Adrian Alberto Ortiz raimundi

Adrian Alberto Ortiz raimundi is an Investment Advisor Representative registered with Mutual of Omaha Investor Services, Inc. Adrian Alberto Ortiz raimundi is licensed in Puerto Rico. Adrian Alberto Ortiz raimundi has been in the industry since 2022. Adrian Alberto Ortiz raimundi has completed the Uniform Investment Adviser Law Examination. Adrian Alberto Ortiz raimundi is also a licensed insurance agent. Adrian Alberto Ortiz raimundi is affiliated with Mutual of Omaha Investor Services, Inc. Mutual of Omaha Investor Services, Inc. provides investment advice to individuals and high-net-worth individuals. Mutual of Omaha Investor Services, Inc. also provides financial planning and selection of other advisors services. Mutual of Omaha Investor Services, Inc. has offices in Omaha, Nebraska and Coral Gables, Florida.

Firm Information

Adrian Ortiz raimundi is currently registered with Mutual OF Omaha Investor Services, Inc.. Mutual OF Omaha Investor Services, Inc. is a Corporation formed in September 1993, headquartered in Omaha, Nebraska. The firm offers financial planning and portfolio management for individuals and select client types such as high-net-worth individuals, corporations, charitable organizations, and pension plans. With over 700 licensed agents, investment advisor representatives, and registered representatives, the firm provides a wide range of services to its clients.
Mutual OF Omaha Investor Services, Inc.

3300 MUTUAL OF OMAHA PLAZA

OMAHA, NE 68175-1020

$15.50M

Assets Under Management

6,290

Total Clients

387

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Promoter fees and third party money manager fees

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Adrian Ortiz raimundi’s Registration & Firm History

PR

06/10/2023 - Present

Mutual OF Omaha Investor Services, Inc. (GUAYNABO PR)

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Licenses & Designations

IA

Issued 06/10/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adrian Alberto Ortiz raimundi.
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