Samir AbdullahCRD Number: 5654300
Current Firm: Mutual Of Omaha Investor Services, Inc.
Samir Abdullah (CRD# 5654300) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Mcallen, TX and has over 10 years of experience in the finance industry.
Stifel, Nicolaus & Company, Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ubs Financial Services Inc.
|Mutual Of Omaha Investor Services||Houston, TX||Sep 2018 - Current||4|
|Mutual Of Omaha Insurance Company||Houston, TX||Sep 2018 - Current||4|
|Transamerica Agency Network||Plantation, FL||Jul 2018 - Aug 2018||< 1|
|Mml Investors Services, LLC||Fort Lauderdale, FL||May 2016 - Aug 2018||2|
|Massachusetts Mutual Life Insurance Co||Fort Lauderdale, FL||Feb 2016 - Aug 2018||2|
|Sagepoint Financial||Boca Raton, FL||May 2013 - Jan 2016||2|
|Aig Financial Network||Boca Raton, FL||Apr 2013 - Jan 2016||2|
|Metlife Securities||West Palm Beach, FL||Apr 2009 - Apr 2013||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2012|
|S65||NASAA Investment Advisors Law Examination||Jul 2012|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management10MILLIONS
Total Number of Accounts27ACCOUNTS
Average Account Value$370,631
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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