Best Investors Account Sign in

Jorge Ivan Rivera-Echevarria

Mutual Of Omaha Investor Services, Inc.

Coral Gables, FL

Claim This Profile
Current Employers
Mutual Of Omaha Investor Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-01-03
PR RA APPROVED 2017-08-15
  • FL RA
    APPROVED
    Since 2024-01-03
  • PR RA
    APPROVED
    Since 2017-08-15

Branch Locations

2600 Douglas Rd Ste 1109, Coral Gables, FL 33134 • 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
Fundacion Upens Inc San Juan PR 06/2007 06/2017
Mutual Of Omaha Investor Service Guaynabo PR 06/2017 Present
Mutual Of Omaha Insurance Company Guaynabo PR 06/2017 Present
  • 06/2007 → 06/2017
    Fundacion Upens Inc
    San Juan, PR
  • 06/2017 → Present
    Mutual Of Omaha Investor Service
    Guaynabo, PR
  • 06/2017 → Present
    Mutual Of Omaha Insurance Company
    Guaynabo, PR
Other Businesses

Insurance Agent - Start Date: 06/2017 - Non-investment Related - Insurance lines of business: Health/Life - Hours/per week during trading hours: 40

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-06-28
S65 Uniform Investment Adviser Law Examination 2017-08-14
  • S63 Uniform Securities Agent State Law Examination
    2018-06-28
  • S65 Uniform Investment Adviser Law Examination
    2017-08-14
Other Names
  • Jorge Ivan Rivera

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ACCUMULATOR OPERATIONS LLC
021 INVESTMENTS LLC
VIM WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
AMERANT INVESTMENTS, INC.

Other Investors

MIGUEL ANGEL VIYELLA
SONNIA VIYELLA
SERGIO MARISCAL LOZANO
Heidy Frank
CHRISTOPHER JOHN BRUCE
JUAN PABLO MILITELLO
ANNE-SOPHIE M COLAS
LAURA STECKLER

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · CORAL GABLES, FL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · Coral Gables, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORAL GABLES, FL
ACCUMULATOR OPERATIONS LLC · CORAL GABLES, FL
021 INVESTMENTS LLC · MIAMI, FL
VIM WEALTH MANAGEMENT, LLC · CORAL GABLES, FL
CETERA INVESTMENT ADVISERS LLC · Coral Gables, FL
VIM WEALTH MANAGEMENT, LLC · Coral Gables, FL

More in Coral Gables, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor