Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jemal? Claim Your ProfileJemal David Westbrook is a registered investment advisor representative at Mutual of Omaha Investor Services, Inc. Jemal has been in the financial industry since 1995 and has held various roles at different firms, including Securities America, Inc. and TD Ameritrade, Inc. Jemal is a Series 66, Series 63, Series 4, Series 53, Series 24, Series 7, Series 52, and SIE licensed professional, providing investment advisory services to individuals, high net worth individuals, insurance companies, pension and profit sharing plans, corporations, and charitable organizations. Jemal also owns Fan4Collecting, a business that buys and sells comic books, sports cards and other collectibles.
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
12/20/2017 - Present
Mutual OF Omaha Investor Services, Inc. (OMAHA NE)
NE
01/22/2015 - 12/18/2017
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
10/15/2007 - 01/20/2015
TD AMERITRADE, INC. (OMAHA NE)
NY
09/26/1995 - 08/01/2007
ROOSEVELT & CROSS, INCORPORATED (NEW YORK NY)
BOTH
Issued 11/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2017
Series 4 - Registered Options Principal Examination
BC
Issued 10/14/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/27/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/25/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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