Sherif Atif Shaban

Employer firm

Mutual Of Omaha Investor Services, Inc. CRD 611

$32.0M regulatory AUM 6,880 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Mutual Of Omaha Investor Services, Inc.

3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2013-10-10

NJ RA
APPROVED

Since 2013-10-10

Branch Locations

Four Greentree Centre 601 Route 73 North, Suite 206, Marlton, NJ 08053 • United States

30 Braintree Hill Office Park Ste 106, Braintree, MA 02184 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Mutual Of Omaha	Marlton	NJ	01/2013	Present
Mutual Of Omaha Investor Services, Inc	Omaha	NE	02/2013	Present
Guardian Solutions	Cherry Hill	NJ	05/2013	Present

01/2013 → Present

Mutual Of Omaha

Marlton, NJ
02/2013 → Present

Mutual Of Omaha Investor Services, Inc

Omaha, NE
05/2013 → Present

Guardian Solutions

Cherry Hill, NJ

Other Businesses

PLANNING TO WORK WITH: PRECISION SENIOR MARKETING ,LLC.,UNITED HEALTH CARE & HUMANA SELLING PRODUCTS FOR MY NATURAL MARKET - MEDICARE PLANS. SONEBRIDGE LIFE INSURANCE COMPANY - MEDICARE SUPPLEMENTS EQUITRUST LIFE INSURANCE COMPANY - LIFE INSURANCE WITH LONG TERM CARE RIDER NORTH AMERICAN COMPANY - LIFE INSURANCE WITH LONG TERM CARE RIDER ROYAL NEIGHBORS - TRADITIONAL LIFE FINAL EXPENSE TRANSAMERICA - MEDICAL SUPPLEMENT COMBINED INSURANCE COMPANY OF AMERICA -MEDICARE SUPPLEMENT. CIGNA AND GERBER -MEDICARE SUPPLEMENT PRODUCTS . AMERICAN EQUITY - FIXED ANNUITY. BECOMING APPOINTED WITH WELL CARE , AMIRAHEALTH, AETNA, & COVENTRY- ADVANTAGE MEDICARE PLANS. INDEPENDENT BLUE CROSS CO. FOR MEDICARE PLANS . FORETHOUGHT FOR MEDICARE PLANS . PHOENIX FOR RETIREMENT INCOME ANNUITIES . SOLE PROPRIETOR FOR SHABAN SOLUTIONS LLC. INSURANCE SERVICES ECA MARKETING FOR FIXED ANNUITY AND LIFE INSURANCE . GROUP HEALTH INSURANCE .

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-08-28

S66 Uniform Combined State Law Examination

2013-08-28

View on SEC IAPD