Bina
Kalidas
Mutual Of Omaha Investor Services, Inc
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About this Advisor
Bina Kalidas is a financial advisor based in Lake Mary, Florida, working with Mutual Of Omaha Investor Services, Inc. Bina has previously held positions at Transamerica, Aig Financial Network, New York Life Insurance Company, Nylife Securities LLC, Axa Advisors, LLC, Mutual Of Omaha Insurance Company, and Mutual Of Omaha Investor Services. Bina has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Bina is part of Mutual Of Omaha Investor Services, Inc, which operates out of Lake Mary, Florida. The firm has 91 offices and 285 employees. The firm manages assets totaling $15.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Mutual Of Omaha Investor Services, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mutual Of Omaha Investor Services, Inc Brokerage Details
$15,498,267
285
74
$209,436
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Bina Kalidas Work History
Mutual Of Omaha Insurance Company
Mutual Of Omaha Investor Services
Axa Advisors, LLC
New York Life Insurance Company
Nylife Securities LLC
Transamerica
Aig Financial Network
Disclosures
Please visit the SEC profile of Bina Kalidas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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