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Jorge Rivera-Echevarria (CRD# 6816516) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Coral Gables, FL and has over 6 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
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CRD# 4563511
Efg Asset Management (americas) Corp.
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CRD# 4396600
Mml Investors Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Mutual Of Omaha Investor Service | Guaynabo, PR | Jun 2017 - Current | 7 |
Mutual Of Omaha Insurance Company | Guaynabo, PR | Jun 2017 - Current | 7 |
Fundacion Upens Inc. | San Juan, PR | Jun 2007 - Jun 2017 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2017 |
S63 | Uniform Securities State Law Examination | Jun 2018 |
- FL
- PR
-
Total Assets Under Management15MILLIONS
-
Total Number of Accounts74ACCOUNTS
-
Average Account Value$209,436
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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