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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Omair? Claim Your ProfileOmair Kawoosa is a financial advisor who has been in the industry since September 2020. Omair is currently registered with UBS Financial Services Inc. in New Jersey and New York. Prior to joining UBS Financial Services Inc. Omair was registered with Equitable Advisors, LLC. Omair holds licenses for Series 63, Series 66 and Series 7TO. Omair is registered to provide financial advice in the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Omair specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting, Financial Planning, Security Ratings, Publication of Periodicals, and Selection of Other Advisers.
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.
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.
See schedule d - miscellaneous
1
2
NJ
09/02/2022 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
NY
08/28/2020 - 04/04/2022
EQUITABLE ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 08/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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