Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Pourreza-jourshari is an investment advisor representative at Mutual of Omaha Investor Services, Inc. based in Glen Allen, VA. Paul has been in the industry since July 2019. Paul holds a Series 65 license and a SIE license and is registered in Maryland. Paul also holds an insurance agent license. Paul's firm, Mutual of Omaha Investor Services, Inc., provides financial planning, portfolio management for individuals, and selection of other advisers.
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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VA
08/31/2019 - Present
Mutual OF Omaha Investor Services, Inc. (GLEN ALLEN VA)
IA
Issued 08/31/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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