Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Noel? Claim Your ProfileNoel Danella Devries is a financial advisor with over 20 years of experience in the financial services industry. Noel currently works at Mutual of Omaha Investor Services, Inc., a firm that manages over $15 million in assets. Noel specializes in financial planning and portfolio management for individuals and investment companies. Noel holds Series 6, 26, and 63 licenses and has passed the SIE exam.
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
10/23/2000 - Present
Mutual OF Omaha Investor Services, Inc. (OMAHA NE)
BC
Issued 08/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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