Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Omar? Claim Your ProfileOmar Aguilar chavez is a financial professional registered with Charles Schwab & CO., Inc. Omar Aguilar chavez has been in the industry since April 2022 and holds the Series 24 - General Securities Principal Examination. Omar Aguilar chavez is located in San Francisco, California.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
04/25/2022 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
BC
Issued 10/15/2022
Series 24 - General Securities Principal Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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