Robert Nestor

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2001 → 11/2017
  Rite Aid Pharmacy
  Jersey City, Nj, Nazareth, Pa And Phila, PA
• 12/2017 → 09/2018
  Dollar Tree Corporation
  Philadelphia, PA
• 10/2018 → Present
  Mutual Of Omaha Insurance Company
  Bethlehem, PA
• 10/2018 → 12/2019
  Ups
  Easton, PA
• 11/2018 → Present
  Mutual Of Omaha Investor Services
  Bethlehem, PA
• 01/2022 → Present
  Alternatives, Inc.
  Phillipsburg, NJ
• 11/2019 → Present
  Rha Health Services (Previously Salisbury Behavioral Health)
  Whitehall, PA

Other Businesses

(1) Insurance Agent for Mutual of Omaha. Insurance Agent start date 10/2018. Non-Investment related-Insurance lines of business: Health, Life and Annuities- 32 hours per week during trading hours. I sell Term, Universal, and Whole Life Insurance, DI, LTC, Annuities, CI, Medicare Supplements, and PDP plans. (2) I switched overnight jobs to Salisbury Behavioral Health Care 12/2019 as an "Overnight Direct Care Support Staff" is title. My hours are 11:00 p.m to 7:00 a.m. when working. NO day shift. Approx. 30-35 hours per week depending on staffing. Non-Financial related. Only watching two elderly ladies and giving medicine and breakfast. Basically, just to watch over them sleeping for emergencies (Falls, heart attacks, etc.). NO other co-workers on shift. (3) Mutual of Omaha Mortgage Lead Incentive Program; not investment related. Less than 1/hr per week. Submit qualified forward/reverse mortgage leads to Mutual of Omaha Mortgage when a customer indicates a potential need for these services. (4) Alternatives, Inc. It is not business related. My position is Direct Support Professional. This is a part time position which will be about 25 hours per week or 100 hours per month. Mondays and Fridays start at 3:00 p.m. and the rest of the hours on the weekend so, only two hours per week during trading hours. My duties will be helping take care of the Developmentally Disabled. No relationship with the Financial Services or Insurance position. Start date (Orientation) is 1/03/2022.

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-10-02
• S65 Uniform Investment Adviser Law Examination
  2018-12-18