Unclaimed
Omar Benmansour is a financial advisor with over 10 years of experience in the industry. Omar is currently registered with Charles Schwab & Co., Inc. and is licensed to provide financial advice in 53 states. Previously, Omar held positions at Fidelity Brokerage Services LLC, Chase Investment Services Corp., and Banc of America 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.
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
TX
05/04/2018 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
10/19/2011 - 04/16/2018
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
06/29/2010 - 07/27/2010
CHASE INVESTMENT SERVICES CORP. (GRAND PRAIRIE TX)
TX
06/29/2007 - 03/18/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (DALLAS TX)
TX
03/06/2006 - 06/12/2007
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 07/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/11/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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