Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ted? Claim Your ProfileTed Jonathan Rifkin is a registered investment advisor representative with Mutual of Omaha Investor Services, Inc. Ted is a Series 63, Series 65, and Series 7TO licensed professional and has been in the financial industry since 2021. Ted provides financial planning, investment advisory services, and portfolio management for individuals.
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
AZ
03/04/2021 - Present
Mutual OF Omaha Investor Services, Inc. (PHOENIX AZ)
BC
Issued 09/28/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Ted Rifkin is the right advisor for you? Invested Better is here to help.
