Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allyson? Claim Your ProfileAllyson Dagel is a financial advisor with Mutual Of Omaha Investor Services, Inc. Allyson has been in the financial services industry since 2007. She specializes in investment products and has a Series 6 and Series 63 license. Allyson works out of the firm's Lincoln, Nebraska office.
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
02/28/2014 - Present
Mutual OF Omaha Investor Services, Inc. (LINCOLN NE)
IL
09/19/2011 - 08/26/2013
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
IL
01/29/2008 - 09/19/2011
ALFS, INC. (NORTHBROOK IL)
IL
05/18/2007 - 01/30/2008
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
BC
Issued 01/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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