Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Legband is a financial advisor registered in Nebraska. Jeffrey has been a registered representative in the securities industry since August 2004. Jeffrey is currently employed at Mutual of Omaha Investor Services, Inc. where Jeffrey provides investment advice. Prior to working at Mutual of Omaha Investor Services, Inc. Jeffrey worked at WELLS FARGO INVESTMENTS, LLC. Jeffrey holds a Series 7, Series 6, Series 24, Series 63 and Series 66 license. Jeffrey's client types include high net worth individuals, individuals other than high net worth, pension and profit sharing plans, corporations or other businesses, and charitable organizations.
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
09/04/2020 - Present
Mutual OF Omaha Investor Services, Inc. (OMAHA NE)
NE
08/05/2004 - 05/31/2007
WELLS FARGO INVESTMENTS, LLC (OMAHA NE)
BOTH
Issued 08/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2021
Series 24 - General Securities Principal Examination
BC
Issued 02/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/10/2020
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/04/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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