Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dwaine? Claim Your ProfileDwaine Meyer is an investment advisor representative registered with Mutual of Omaha Investor Services, Inc. Dwaine has been in the industry since 1998 and has a broad range of experience. Dwaine holds the Series 6, 7, 63, and 65 securities licenses and is registered with the Securities and Exchange Commission (SEC) and several states. Dwaine is also an insurance agent and spends a significant portion of his time in this capacity. Dwaine's professional experience includes working with Mutual of Omaha Investor Services, Inc. and Associates Insurance Office. Mutual of Omaha Investor Services, Inc. is a full-service investment firm that provides financial planning and portfolio management services to individuals and families.
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
03/18/2011 - Present
Mutual OF Omaha Investor Services, Inc. (OMAHA NE)
NE
04/20/1998 - 05/19/2005
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 02/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Dwaine Meyer is the right advisor for you? Invested Better is here to help.
