Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Omar? Claim Your ProfileOmar Alberto Warren, Sr. is a financial advisor with over 20 years of experience in the financial services industry. He is currently registered with Fidelity Personal And Workplace Advisors. Omar has a diverse background having previously worked with J.P. Morgan Securities LLC, Chase Investment Services Corp., Edward Jones, Morgan Keegan & Company, Inc., and AmSouth Investment Services, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
12/20/2021 - Present
Fidelity Personal AND Workplace Advisors (KISSIMMEE FL)
FL
09/09/2021 - 10/23/2021
J.P. MORGAN SECURITIES LLC (ORLANDO FL)
FL
10/01/2012 - 07/14/2020
J.P. MORGAN SECURITIES LLC (WINTER HAVEN FL)
FL
08/09/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LAKELAND FL)
FL
04/02/2009 - 11/27/2009
EDWARD JONES (KISSIMMEE FL)
TN
02/13/2007 - 12/31/2007
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
FL
03/02/2006 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (ORLANDO FL)
TX
09/30/1998 - 07/25/2005
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
BOTH
Issued 05/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/24/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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