Unclaimed
Omar Adam Ahmadieh is a financial advisor at J M Brown Financial Partners. Omar has been in the financial services industry since 2014. Omar is registered with the state of Oklahoma and the firm offers investment advisory services to individuals, pension plans and high-net-worth individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
OK
09/21/2018 - Present
J M Brown Financial Partners (TULSA OK)
OK
09/08/2014 - 09/17/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TULSA OK)
IA
Issued 09/20/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Omar Ahmadieh is the right advisor for you? Invested Better is here to help.