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Isaiah Negron

Mutual OF Omaha Investor Services, Inc.

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About Isaiah Negron

Isaiah Negron is a registered representative with Mutual Of Omaha Investor Services, Inc. in TAMPA, FL. Isaiah has been in the financial services industry for 13 years and has two state exams, two product exams and one principal exam. Isaiah is registered to provide investment advice in Florida. The firm, Mutual Of Omaha Investor Services, Inc., manages approximately $15,498,267 in assets for 74 accounts. The firm offers various investment advisory services, including financial planning and portfolio management for individuals. Isaiah has a background in insurance and is also licensed as an insurance agent.

Firm Information

Isaiah Negron is currently registered with Mutual OF Omaha Investor Services, Inc.. Mutual OF Omaha Investor Services, Inc. is a Corporation formed in September 1993, headquartered in Omaha, Nebraska. The firm offers financial planning and portfolio management for individuals and select client types such as high-net-worth individuals, corporations, charitable organizations, and pension plans. With over 700 licensed agents, investment advisor representatives, and registered representatives, the firm provides a wide range of services to its clients.
Mutual OF Omaha Investor Services, Inc.

3300 MUTUAL OF OMAHA PLAZA

OMAHA, NE 68175-1020

$15.50M

Assets Under Management

6,290

Total Clients

387

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Promoter fees and third party money manager fees

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Isaiah Negron’s Registration & Firm History

FL

11/15/2023 - Present

Mutual OF Omaha Investor Services, Inc. (TAMPA FL)

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Licenses & Designations

BC

Issued 12/02/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/14/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/08/2024

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 07/14/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/06/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Isaiah Negron.
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