Unclaimed
Omar Balderas Limon is a financial professional with over 20 years of experience in the industry. Omar is currently registered with Skyway Capital Markets, LLC and has held previous roles with several other firms including REALTA EQUITIES, INC., JCC CAPITAL MARKETS, LLC, ARETE WEALTH MANAGEMENT, LLC, CRESCENT SECURITIES GROUP, INC., CABOT LODGE SECURITIES LLC, EMERSON EQUITY LLC, CAPULENT LLC, ORCHARD SECURITIES, LLC, SHOPOFF SECURITIES, INC., GRIFFIN CAPITAL SECURITIES, INC., GRUBB & ELLIS CAPITAL CORPORATION, GRUBB & ELLIS SECURITIES, INC., and PACIFIC SELECT DISTRIBUTORS, INC.. Omar holds the Series 6, 7, and 63 securities licenses.
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.
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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2
GA
07/16/2024 - Present
Skyway Capital Markets, LLC (Atlanta GA)
CA
02/02/2024 - 07/04/2024
REALTA EQUITIES, INC. (Newport Beach CA)
CA
07/30/2023 - 01/19/2024
JCC CAPITAL MARKETS, LLC (LAGUNA NIGUEL CA)
IL
04/06/2022 - 07/07/2023
ARETE WEALTH MANAGEMENT, LLC (CHICAGO IL)
TX
02/12/2021 - 03/31/2022
CRESCENT SECURITIES GROUP, INC. (PLANO TX)
CA
01/22/2020 - 02/04/2021
CABOT LODGE SECURITIES LLC (Newport Beach CA)
CA
07/15/2019 - 01/08/2020
EMERSON EQUITY LLC (NEWPORT BEACH CA)
CA
04/12/2019 - 07/05/2019
CAPULENT LLC (Newport Beach CA)
UT
11/15/2018 - 04/08/2019
ORCHARD SECURITIES, LLC (PLEASANT GROVE UT)
CA
05/04/2015 - 11/05/2018
SHOPOFF SECURITIES, INC. (IRVINE CA)
CA
01/18/2012 - 04/08/2015
GRIFFIN CAPITAL SECURITIES, INC. (IRVINE CA)
CA
02/01/2011 - 11/28/2011
GRUBB & ELLIS CAPITAL CORPORATION (SANTA ANA CA)
CA
05/11/2009 - 08/09/2011
GRUBB & ELLIS SECURITIES, INC. (SANTA ANA CA)
CA
02/03/2004 - 02/10/2009
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
BC
Issued 10/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/02/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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