Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Lugo-reyes is an investment advisor representative at Mutual of Omaha Investor Services, Inc. Stephen has been in the industry since 2021. Stephen holds the Series 63, Series 65, Series 6TO and SIE licenses. Stephen is registered to provide investment advisory services in Puerto Rico.
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
PR
04/22/2021 - Present
Mutual OF Omaha Investor Services, Inc. (GUAYNABO PR)
BC
Issued 04/24/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/03/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Stephen Lugo-reyes is the right advisor for you? Invested Better is here to help.
