Unclaimed
Lee Russel Harrington is a financial professional with over 15 years of experience in the industry. Lee is currently registered with Mutual of Omaha Investor Services, Inc. and has a Series 6, Series 63 and Series 65 licenses. Lee has a strong background in financial planning and portfolio management for individuals and families. Lee previously worked at Nationwide Investment Services Corporation.
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
03/02/2024 - Present
Mutual OF Omaha Investor Services, Inc. (OMAHA NE)
OH
11/07/2007 - 06/21/2022
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
IA
Issued 10/02/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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