Rebecca
Meister
Mutual Of Omaha Investor Services, Inc
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About this Advisor
Rebecca Meister is a financial advisor based in Charleston, South Carolina, working with Mutual Of Omaha Investor Services, Inc. Rebecca has previously held positions at Greenville Health System, Camp Hanover, First Presbyterian Church, Union Presbyterian Seminary, Slap Productions, Second Presbyterian Church, Starbucks, Cane Bay Presbyterian Church, Office Of The General Assembly-Pcusa, Robert Half, The Grill At Windmill Station, Mutual Of Omaha Investor Services, Mutual Of Omaha Insurance Company, Meister Integrated Composites, and Ignite Creative. Rebecca has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in South Carolina. Currently, Rebecca is part of Mutual Of Omaha Investor Services, Inc, which operates out of Charleston, South Carolina. 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
Rebecca Meister Work History
Mutual Of Omaha Investor Services
Mutual Of Omaha Insurance Company
Meister Integrated Composites
Ignite Creative
Robert Half
The Grill At Windmill Station
Office Of The General Assembly-Pcusa
Starbucks
Cane Bay Presbyterian Church
First Presbyterian Church
Second Presbyterian Church
Greenville Health System
Union Presbyterian Seminary
Slap Productions
Camp Hanover
Disclosures
Please visit the SEC profile of Rebecca Meister 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
Omaha, NE
Omaha, NE
Englewood, CO
Braintree, MA
Phoenix, AZ
Phoenix, AZ
Omaha, NE
Miami, FL
The content in this profile was updated by SmartAsset on 6/19/2024. 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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