Samir Abdullah, financial advisor Mcallen TX

Samir Abdullah

CRD 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.

Similar Advisors
James Abbott, financial advisor Mcallen TX
James C. Abbott
CRD# 2683325
Stifel, Nicolaus & Company, Incorporated
Similar Advisors
Armando Adame, financial advisor Mcallen TX
Armando Adame
CRD# 4390781
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Lena Adams-Winkel, financial advisor Mcallen TX
Lena N. Adams-Winkel
CRD# 3169753
Ubs Financial Services Inc.
Company Name Location Dates Years
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
Disclosure Information

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
Contact Info for Samir E. Abdullah
Phone Number: 402-351-3102
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    10
    MILLIONS
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $370,631
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.