Unclaimed
Michael Voloice Schroder is a registered representative with Mutual of Omaha Investor Services, Inc. and is licensed to provide financial advice in Nebraska, Oklahoma, South Dakota and California. Michael is a licensed insurance agent and has been in the financial services industry since 2020. Michael is affiliated with the Sarpy Chamber of Commerce and owns a small business called EZSAVIN.
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
05/02/2023 - Present
Mutual OF Omaha Investor Services, Inc. (OMAHA NE)
NE
01/10/2020 - 08/18/2020
FIRST COMMAND BROKERAGE SERVICES, INC. (PAPILLION NE)
IA
Issued 04/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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