Unclaimed
Hamid Omid is a financial advisor with over 30 years of experience in the industry. Currently, Hamid Omid is a Registered Representative and Investment Advisor Representative with Mutual Advisors, LLC. Hamid Omid has a strong background in investment management, financial planning, and insurance. Hamid Omid holds the Series 6, 7, 24, 63, and SIE licenses, as well as the CFP® and ChFC® designations. Hamid Omid has worked at several firms throughout their career including MML Investors Services, LLC, MSI Financial Services, Inc., Metropolitan Life Insurance Company, and Mutual Securities, Inc. Hamid Omid serves individuals, families, and businesses and specializes in financial planning, portfolio management, and retirement planning. Hamid Omid provides a comprehensive approach to financial advising and strives to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MA
02/03/2023 - Present
Mutual Advisors, LLC (Newton MA)
MA
03/25/2017 - 07/28/2020
MML INVESTORS SERVICES, LLC (NEWTON MA)
MA
10/16/1991 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEWTON MA)
MA
10/16/1991 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEWTON MA)
BC
Issued 04/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/15/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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