Suhey
Rios Perez
Mutual Of Omaha Investor Services, Inc
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About this Advisor
Suhey Rios Perez is a financial advisor based in Miami, Florida with a total of 3 years of industry experience. Rios Perez works at Mutual Of Omaha Investor Services, Inc. Throughout their career, Rios Perez has worked at Mutual Of Omaha Investor Services, Mutual Of Omaha Insurance Company, Unemployed And Student (Ana G Mendez University System), Discovery Port Kids Academy, Unemployed And Student In Ana G Mendez University Sytem, Attorney'S Office Rafael GarcãÂA Lã³Pez and Attorney'S Office Frances Santiago Cruz. Rios Perez holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in Florida. Mutual Of Omaha Investor Services, Inc is a financial advisory firm based in Omaha, NE. It has offices in 114 locations and a total of 320 employees. It oversees $14 million in total assets between its 92 client accounts, making it one of the smaller firms in the United States by assets under management. The firm serves 10 charitable organizations. Of its 92 accounts, 16% are associated with high-net-worth investors who have at least $1 million in investable assets. Mutual Of Omaha Investor Services, Inc has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules typically vary depending on the type of financial services provided. Fees billed by Mutual Of Omaha Investor Services, Inc most likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mutual Of Omaha Investor Services, Inc Brokerage Details
$14,275,270
320
92
$155,166
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Suhey Rios Perez Work History
Suhey has been registered as a financial advisor for 3 years.*
Mutual Of Omaha Investor Services
Mutual Of Omaha Insurance Company
Unemployed And Student (Ana G Mendez University System)
Discovery Port Kids Academy
Unemployed And Student In Ana G Mendez University Sytem
Attorney'S Office Rafael GarcãA Lã³Pez
Attorney'S Office Frances Santiago Cruz
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Suhey Rios Perez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mutual Of Omaha Investor Services, Inc
Glen Allen, VA
Englewood, CO
La Center, WA
Omaha, NE
Marlton, NJ
Lancaster, SC
Concord, CA
Phoenix, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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