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Omar A Morillo

Mariner Independent

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About Omar A Morillo

Omar Morillo is a financial advisor at Mariner Independent. Omar has been a financial advisor for over six years and has experience in helping individuals and families with their financial planning needs. Omar holds the Series 7, Series 66, and Series 6TO licenses and is also a Certified Financial Planner and Chartered Financial Consultant. Omar has a long history in the financial services industry, working at several firms including Equitable Advisors, LLC and Hornor, Townsend & Kent, Inc.. Omar is committed to helping clients reach their financial goals.

Firm Information

Omar Morillo is currently registered with Mariner Independent. Mariner Independent is a financial advisor based in Overland Park, KS. With over 80 investment advisor representatives, the firm manages $4.35 billion in assets for individuals, corporations, and institutions. They provide financial planning, portfolio management, and pension consulting services.
Mariner Independent

5700 WEST 112TH STREET

OVERLAND PARK, KS 66211

$4.35B

Assets Under Management

41

Total Clients

79

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Omar Morillo’s Registration & Firm History

FL

05/24/2022 - Present

Mariner Independent (Miramar FL)

FL

04/06/2018 - 01/11/2021

EQUITABLE ADVISORS, LLC (MIRAMAR FL)

FL

03/09/2016 - 04/12/2018

HORNOR, TOWNSEND & KENT, INC. (BOCA RATON FL)

FL

11/17/2015 - 03/28/2016

EQUITY SERVICES, INC. (SUNRISE FL)

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Licenses & Designations

BOTH

Issued 01/09/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Omar A Morillo.
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