Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Roenfeld is an investment advisor representative at Mutual of Omaha Investor Services, Inc. Amanda has been in the industry since 2003. She is registered with the state of Nebraska and Iowa as an investment advisor representative. Amanda has a variety of licenses including Series 6, 7, 24, 26, 63, and 65. Amanda has a strong focus on providing financial planning and portfolio management services to individuals and businesses. She has been with Mutual of Omaha Investor Services, Inc. since 2006. Amanda is committed to helping clients achieve their financial goals.
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
NE
11/18/2014 - Present
Mutual OF Omaha Investor Services, Inc. (OMAHA NE)
CA
04/07/2005 - 07/20/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CO
01/01/2004 - 10/29/2004
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
OH
02/27/2003 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
TX
07/16/2001 - 03/03/2003
FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)
IA
Issued 06/20/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2013
Series 24 - General Securities Principal Examination
BC
Issued 11/04/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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