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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nils? Claim Your ProfileNils Omar Vidal is a financial advisor with over 15 years of experience in the financial services industry. Nils currently works at Morgan Stanley and is registered with the Financial Industry Regulatory Authority (FINRA) and several state securities regulators. Nils has passed the Series 6, Series 7, Series 63, and Series 66 exams, and also holds the Securities Industry Essentials (SIE) exam. Nils's primary practice area is financial planning, portfolio management, and investment advisory services, serving a diverse clientele of individuals, families, corporations, and charitable organizations. Nils has also previously worked at PNC Investments, Citigroup Global Markets Inc., and Wells Fargo Advisors, LLC.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MD
05/17/2016 - Present
Morgan Stanley (Bethesda MD)
DC
08/13/2014 - 12/17/2015
PNC INVESTMENTS (WASHINGTON DC)
DC
06/16/2011 - 08/07/2014
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
DC
12/06/2006 - 06/02/2010
WELLS FARGO ADVISORS, LLC (WASHINGTON DC)
BOTH
Issued 10/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/05/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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