Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aida? Claim Your ProfileAida McNamara is a financial advisor currently registered with Mutual of Omaha Investor Services, Inc. with a registration date of January 23, 2007. Aida has been in the industry since January 18, 1988. Aida is registered with the state of California for both Broker-Dealer and Investment Advisor. Aida has Series 6, 26 and 65 securities licenses as well as the SIE. Aida also holds insurance licenses for Life, Health, Annuities, Group, Property and Casualty.
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
CA
01/23/2007 - Present
Mutual OF Omaha Investor Services, Inc. (LOS ANGELES CA)
MA
05/18/1990 - 03/10/1992
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NA
02/22/1989 - 06/19/1990
G. R. PHELPS & CO., INC.
NA
05/26/1988 - 09/23/1988
METLIFE SECURITIES INC.
NA
05/26/1988 - 09/23/1988
METROPOLITAN LIFE INSURANCE COMPANY
NA
12/20/1985 - 12/19/1986
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY
IA
Issued 01/22/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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