Unclaimed
Alondra Ramirez is a registered representative with Mutual of Omaha Investor Services, Inc. Alondra is a financial professional with a focus on investment company products, variable contracts, and securities. Alondra has passed the Series 63, SIE, and Series 6TO exams. Alondra is currently registered in Nebraska and has been in the industry for 1 year.
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
07/12/2024 - Present
Mutual OF Omaha Investor Services, Inc. (OMAHA NE)
BC
Issued 07/30/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/11/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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