Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Marie Latowsky is a financial professional with Mutual of Omaha Investor Services, Inc. based in Omaha, NE. Jennifer is a Registered Principal and has a Series 27 license, indicating her expertise in financial and operational management. She has been in the industry since February 2024. Jennifer specializes in investment advice for both individual and business clients, offering financial planning and portfolio management services.
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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NE
02/07/2024 - Present
Mutual OF Omaha Investor Services, Inc. (OMAHA NE)
BC
Issued 02/07/2024
Series 27 - Financial and Operations Principal Examination
Active
Inactive
F
FINRA
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