Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Jean Anne Jordan is a registered investment advisor representative with Mutual of Omaha Investor Services, Inc. Rebecca has been in the industry since 2012 and holds multiple licenses, including Series 66, 53, 24, 99TO, SIE and Series 7. Rebecca has a strong background in financial services, having worked with Securities America, Inc. and Northwestern Mutual Investment Services, LLC. Prior to joining Mutual of Omaha Investor Services, Inc., Rebecca owned an interior house painting business.
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
02/02/2021 - Present
Mutual OF Omaha Investor Services, Inc. (OMAHA NE)
NE
09/02/2020 - 01/15/2021
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
NE
11/13/2019 - 07/23/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (OMAHA NE)
NE
12/14/2011 - 07/18/2019
SECURITIES AMERICA, INC. (LAVISTA NE)
BOTH
Issued 08/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/09/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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