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Carole P
Series 63, Series 65
Lehigh Acres, FL
Mutual of Omaha Investor Services, Inc.
Carole Perchal is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 28 years of industry experience. She has worked with Mutual of Omaha Insurance Company since 2016. Outside of her advisory role, she occasionally sells items on Poshmark. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through various managed account programs and financial planning. The firm works primarily via a platform relationship with Envestnet and offers both discretionary and non-discretionary management options, serving a broad client base including non-high-net-worth and high-net-worth clients.
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