Adviser and broker representative · Mutual Of Omaha Investor Services, Inc.
Laleh Hakimi
CRD 2339034 · Los Angeles, CA
At a glance
Laleh Hakimi is an investment adviser representative with Mutual Of Omaha Investor Services, Inc. in Los Angeles, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Laleh’s SEC record dates to 2017, about 9 years ago. Laleh is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Mutual Of Omaha Investor Services, Inc.Since September 2017Los Angeles, CA · $32M in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Laleh’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.