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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Abney is an active investment advisor representative with Mutual of Omaha Investor Services, Inc. John has been in the industry since December 1994 and has earned several professional designations, including the Series 6, Series 26, Series 63, and Series 65 licenses. John is currently registered in Arizona, Iowa, Kansas, Louisiana, New Mexico, Oklahoma, and Texas. John's specializations include retirement planning, insurance, and financial planning. John is also licensed to sell insurance, including health, life, and annuities. John's firm, Mutual of Omaha Investor Services, Inc., is a large firm with over 6,290 clients and over $15 million in assets under management. The firm provides financial planning, portfolio management, and other investment advisory 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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2
TX
08/29/2008 - Present
Mutual OF Omaha Investor Services, Inc. (MIDLAND TX)
IA
Issued 08/25/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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