Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Lea Owens is a financial advisor with Mutual of Omaha Investor Services, Inc., licensed in Nebraska. Michelle holds Series 6, 26 and 63 securities licenses, and has been active in the industry since 2001. Michelle specializes in individual portfolio management and financial planning. She previously worked with Mutual of Omaha Investor Services, Inc. in Omaha, NE from 2001 to 2011. Michelle Owens works with high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. Michelle's current registration with Mutual of Omaha Investor Services, Inc. began in February 2014. Mutual of Omaha Investor Services, Inc. is an investment adviser registered with the SEC. The firm has approximately 6,290 clients and over $15 million in assets under management.
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
NE
02/18/2014 - Present
Mutual OF Omaha Investor Services, Inc. (OMAHA NE)
NE
02/21/2001 - 12/31/2011
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 04/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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