Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Armendariz is a financial advisor with Mutual of Omaha Investor Services, Inc., a company based in Omaha, Nebraska. Albert has been in the financial industry since 1998 and is registered in Nebraska as both a broker and an investment advisor. Albert has worked with a number of different firms during his career and has experience working with a wide range of clients, including individuals, families, and businesses.
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
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2
NE
03/11/2019 - Present
Mutual OF Omaha Investor Services, Inc. (OMAHA NE)
KS
06/04/2015 - 03/07/2019
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
06/04/2015 - 03/07/2019
WADDELL & REED (OVERLAND PARK KS)
NE
09/19/2011 - 06/04/2015
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
NE
09/22/2008 - 09/14/2011
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
09/16/2008 - 09/26/2008
LEGENT CLEARING (OMAHA NE)
NE
10/10/2005 - 09/09/2008
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
12/06/2000 - 10/06/2005
AMERITRADE, INC. (OMAHA NE)
NJ
09/11/2002 - 10/23/2002
DATEK ONLINE FINANCIAL SERVICES LLC (JERSEY CITY NJ)
NE
11/23/1998 - 12/31/2001
AMERITRADE (BELLEVUE NE)
IA
Issued 03/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/13/2000
Series 4 - Registered Options Principal Examination
BC
Issued 10/17/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2006
Series 3 - National Commodity Futures Examination
BC
Issued 06/05/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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