Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandi? Claim Your ProfileSandi Lee Polacek is a financial professional with over 10 years of experience in the industry. Sandi is a registered representative of Mutual of Omaha Investor Services, Inc. and holds the Series 7, Series 24 and SIE licenses. Sandi is also a Registered Principal with Mutual of Omaha Investor Services, Inc.. Sandi has experience providing financial planning, investment management, and selection of other advisors for individuals. Previously, Sandi was with Bancwest Investment Services, Inc.
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
04/10/2012 - Present
Mutual OF Omaha Investor Services, Inc. (OMAHA NE)
NE
04/26/2011 - 12/05/2011
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
BC
Issued 10/09/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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