Best Investors Account Sign in
Current Employers
Mutual Of Omaha Investor Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PR RA APPROVED 2025-10-02
  • PR RA
    APPROVED
    Since 2025-10-02

Branch Locations

Ponce, PR • United States

2600 Douglas Rd Ste 1109, Coral Gables, FL 33134 • United States

B7 Tabonuco St Ste 1401, Guaynabo, PR 00968-3003 • 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
OrganizationCityStateFromTo
Mutual Of Omaha Investor Services Ponce PR 08/2025 Present
Mutual Of Omaha Insurance Company Ponce PR 08/2025 Present
Unemployed Ponce PR 07/2025 07/2025
Fifth Third Bank Chapel Hill NC 01/2025 06/2025
Capsule Pharmacy New York NY 10/2018 01/2025
Johnson & Johnson Guaynabo PR 01/2018 07/2018
Adp San Juan PR 08/2014 01/2018
Magellan Federal, Inc. Ponce PR 04/2026 Present
  • 08/2025 → Present
    Mutual Of Omaha Investor Services
    Ponce, PR
  • 08/2025 → Present
    Mutual Of Omaha Insurance Company
    Ponce, PR
  • 07/2025 → 07/2025
    Unemployed
    Ponce, PR
  • 01/2025 → 06/2025
    Fifth Third Bank
    Chapel Hill, NC
  • 10/2018 → 01/2025
    Capsule Pharmacy
    New York, NY
  • 01/2018 → 07/2018
    Johnson & Johnson
    Guaynabo, PR
  • 08/2014 → 01/2018
    Adp
    San Juan, PR
  • 04/2026 → Present
    Magellan Federal, Inc.
    Ponce, PR
Other Businesses

Insurance Agent - Start Date: 08/2025- Non-investment Related - Insurance lines of business: Life, Health, Annuities - Hours/per week during trading hours: 40. Magellan Federal Inc. - Start Date 04/27/2026 - Personal Financial Counselor 1-2 hours per week

Designations
Other Names
  • Luis Alberto Marti Rodriguez

View on SEC IAPD

More in Ponce, PR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor