Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael O'Meara is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Raymond James & Associates, Inc. and is licensed to offer investment advice in Missouri and Texas. Michael specializes in financial planning, portfolio management for businesses and individuals, and pension consulting. Michael's previous experience includes working with firms like Morgan Keegan & Company, Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, Dean Witter Reynolds Inc., and Pruco Securities Corporation.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
11/29/2007 - Present
Raymond James & Associates, Inc. (ST LOUIS MO)
IL
08/21/2012 - 03/14/2013
MORGAN KEEGAN & COMPANY, INC. (SWANSEA IL)
MO
07/01/2003 - 09/25/2006
WACHOVIA SECURITIES, LLC (ST LOUIS MO)
NY
01/12/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/21/1995 - 01/26/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
06/07/1995 - 07/21/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 08/30/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/20/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 08/11/1995
Series 7 - General Securities Representative Examination
BC
Issued 05/31/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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