Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rafael? Claim Your ProfileRafael Casillas is a licensed Investment Advisor Representative, currently registered with Mutual of Omaha Investor Services, Inc.. Rafael holds a Series 65 and a SIE license. Rafael has been in the financial industry since 2009 and has worked for several financial institutions. Rafael specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. Rafael's experience and expertise in the financial industry can help you achieve your financial goals.
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
FL
02/12/2024 - Present
Mutual OF Omaha Investor Services, Inc. (CORAL GABLES FL)
IA
Issued 02/10/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
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