Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Brandon Sindt is a financial advisor based in Omaha, NE. Jon Brandon Sindt is registered with Mutual of Omaha Investor Services, Inc. and has been in the industry since 2017. Jon Brandon Sindt specializes in Financial Planning, Portfolio Management for Individuals, and Selection of Other Advisors.
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
03/27/2017 - Present
Mutual OF Omaha Investor Services, Inc. (OMAHA NE)
BOTH
Issued 07/19/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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