Lee Alpern

Lee Alpern

Junior Sales

Followers of Lee Alpern3000 followers
location of Lee AlpernIrvine, California, United States

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  • Timeline

  • About me

    Financial Professional at Mutual of Omaha

  • Education

    • San Diego State University-California State University

      1975 - 1980
      BA Economics Economics
  • Experience

    • BodyWaves,Inc

      Jan 1990 - Jan 2000
      Junior Sales
    • Shearson

      Jan 2007 - Jan 2008
      Agent
    • Mutual of Omaha

      Dec 2008 - Oct 2017
      Agent

      Disclosures: 1.‎ Insurance Licensed in: California Insurance License # 0G31361 Nevada Insurance License #737458 2. Disclosure: http://www.mutualofomaha.com/disclosure/‎

    • Prudential Financial

      Oct 2017 - May 2024
      Financial Professional at The Prudential Insurance Company of America

      • Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs• Develops customized ideas and solutions for each client• Specializes in helping clients meet their protection needs through a variety of insurance products

    • Mutual of Omaha

      May 2024 - now
      Registered Representative

      Disclosures: This is not an offer or solicitation in any jurisdiction where we are notauthorized to do business 1. Insurance Licensed in: AK, AZ, FL, HI, ID, IL, MA, NV, NJ, NY, OR, TX, CA Insurance License #0G31361 2. Disclosure: http://www.mutualofomaha.com/disclosure/ 3. Securities offered through Mutual ofOmaha Investor Services, Inc., Member FINRA (www.finra.org)/SIPC(www.sipc.org). 4. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company. 5. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. 6. This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites. Show less

  • Licenses & Certifications

    • Series 6

      FINRA
    • Series 63

      FINRA