Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerardo? Claim Your ProfileGerardo Vila is a registered representative with Mutual of Omaha Investor Services, Inc. who has been in the industry since August 2020. Gerardo Vila is registered in Puerto Rico and holds the Series 6TO and SIE licenses. Gerardo Vila works with individuals and high-net-worth clients.
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
PR
08/12/2020 - Present
Mutual OF Omaha Investor Services, Inc. (GUAYNABO PR)
BC
Issued 08/12/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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