Unclaimed
John Edwin Wysong is a financial advisor at Mutual of Omaha Investor Services, Inc. John has been in the financial services industry since June 2021 and has a Series 65 license for investment advisory. John's firm, Mutual of Omaha Investor Services, Inc., provides financial planning and portfolio management services to individuals and institutions. John is also a registered insurance agent with a focus on life, health, and annuity products.
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
CO
11/29/2021 - Present
Mutual OF Omaha Investor Services, Inc. (Denver CO)
IA
Issued 11/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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