Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oma? Claim Your ProfileOma Wilson is an investment advisor representative at Fidelity Personal And Workplace Advisors. Oma has been in the financial services industry since 2018. Oma is licensed to offer securities and advisory services in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. Fidelity Personal And Workplace Advisors provides financial planning, educational seminars, selection of other advisors, and portfolio management services for individuals and businesses. Oma is experienced in providing financial advice and guidance to a wide range of clients, including individuals, businesses, and charitable organizations.
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.
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.
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.
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2
TX
01/14/2022 - Present
Fidelity Personal AND Workplace Advisors (CONROE TX)
TX
03/29/2018 - 09/30/2021
EDWARD JONES (THE WOODLANDS TX)
BOTH
Issued 04/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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