Suhey Marie Rios perez
Investment adviser representative at Mutual of Omaha Investor Services, Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$32MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Mutual of Omaha Investor Services, Inc.Nov 2019 to now
- Mutual of Omaha Insurance CompanyMar 2019 to now
- Unemployed and Student (ana G Mendez University System)Jan 2018 to Feb 2019
- Discovery Port Kids AcademyNov 2017 to Jan 2018
- Unemployed and Student In Ana G Mendez University SytemApr 2017 to Nov 2017
- UnemployedJan 2016 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, PR).
Mutual of Omaha Investor Services, Inc.
$32MAssets managed
7,025Clients
280Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7203336
- Firm CRD
- 611