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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carol? Claim Your ProfileCarol Lynn Coldanghise is a Registered Representative, Investment Advisor Representative, and a Principal with Mutual of Omaha Investor Services, Inc. Carol is a Registered Representative with over 46 years of experience in the financial services industry. She has passed multiple industry exams and has a wide range of experience in the financial services industry. Carol is registered in Nebraska as an Investment Advisor Representative and a Registered Representative. She holds a Series 1, Series 4, Series 6, Series 7, Series 24, Series 26, Series 53, Series 66, and Series 99 license. Carol specializes in Portfolio Management for Individuals, Financial Planning, and Selection of Other Advisors.
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
02/18/2004 - Present
Mutual OF Omaha Investor Services, Inc. (OMAHA NE)
BOTH
Issued 09/20/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2012
Series 4 - Registered Options Principal Examination
BC
Issued 01/27/2010
Series 24 - General Securities Principal Examination
BC
Issued 09/14/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/02/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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