Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Omar? Claim Your ProfileOmar Yahir Ramos is a financial advisor with Truist Advisory Services, Inc. Omar has been in the financial services industry since 2017. Omar has a Series 6, 7, 63, and 66 license and is registered in Florida, Georgia, and North Carolina. Omar is also registered as an Investment Advisor Representative. Omar specializes in financial planning, portfolio management for individuals and businesses, and publication of periodicals. Omar is a member of Truist Advisory Services, Inc. which has been in business since 2002.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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
FL
05/30/2023 - Present
Truist Advisory Services, Inc. (ORLANDO FL)
FL
03/28/2017 - 11/23/2020
WELLS FARGO CLEARING SERVICES, LLC (CAPE CORAL FL)
BOTH
Issued 5/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/12/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/6/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/28/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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