Unclaimed
Jeovany E. Zelaya is an investment advisor representative at Northwestern Mutual Investment Services, LLC in Omaha, Nebraska. Jeovany has been in the financial industry for over 6 years. Jeovany has a Series 7TO and a Series 63 license, as well as a Series 65 license for Investment Adviser Representative. Jeovany is also a member of the reserve committee for the HOA Building 3 at Midtown Crossing.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
NE
01/10/2022 - Present
Northwestern Mutual Investment Services, LLC (OMAHA NE)
BC
Issued 8/23/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/6/2022
Series 7TO - General Securities Representative Examination
BC
Issued 2/3/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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