Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andee? Claim Your ProfileAndee Christine Vorel is a financial advisor with Mutual of Omaha Investor Services, Inc. with over 15 years of experience in the financial services industry. Andee holds Series 4, 7, 24, 53 and 66 licenses. Andee Christine Vorel has a strong background in financial planning and investment management. Andee is dedicated to providing clients with personalized financial advice and helping them reach their financial goals. Prior to joining Mutual of Omaha Investor Services, Inc., Andee worked at BancWest Investment Services, Inc. and Securities America, Inc.
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
08/01/2017 - Present
Mutual OF Omaha Investor Services, Inc. (OMAHA NE)
NE
02/24/2014 - 08/17/2015
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
NE
08/01/2007 - 02/28/2012
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
04/22/2006 - 08/29/2006
TD AMERITRADE, INC. (BELLEVUE NE)
NE
03/29/2006 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
BOTH
Issued 04/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2011
Series 4 - Registered Options Principal Examination
BC
Issued 02/21/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/10/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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