Unclaimed
Omar Benvenuto Carnecchia is an active Registered Representative and Investment Advisor Representative. Omar has been in the industry since November 3, 1996 and is currently registered with J.P. Morgan Securities LLC. Previously, Omar has held positions with CHASE INVESTMENT SERVICES CORP., DAVID LERNER ASSOCIATES, INC., ANDOVER BROKERAGE, L.L.C., M. H. MEYERSON & CO., INC., JW CHARLES SECURITIES,INC., SHAMUS GROUP, INC., WHALE SECURITIES CO., L.P., OLDE DISCOUNT CORPORATION, INVESTORS ASSOCIATES, INC., ROSENKRANTZ LYON & ROSS INCORPORATED, and J. T. MORAN & CO., 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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
02/10/2015 - Present
J.p. Morgan Securities LLC (POUGHKEEPSIE NY)
NY
07/14/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (POUGHKEEPSIE NY)
NJ
10/23/2008 - 07/09/2010
DAVID LERNER ASSOCIATES, INC. (TEANECK NJ)
NY
06/01/2001 - 01/06/2003
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
NJ
08/24/1998 - 06/05/2001
M. H. MEYERSON & CO., INC. (JERSEY CITY NJ)
FL
10/23/1997 - 08/31/1998
JW CHARLES SECURITIES,INC. (BOCA RATON FL)
NA
07/01/1996 - 10/24/1997
SHAMUS GROUP, INC.
NY
08/09/1994 - 07/01/1996
WHALE SECURITIES CO., L.P. (NEW YORK NY)
MI
05/03/1994 - 07/20/1994
OLDE DISCOUNT CORPORATION (DETROIT MI)
NJ
01/31/1992 - 03/17/1994
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
NY
02/26/1990 - 07/19/1990
ROSENKRANTZ LYON & ROSS INCORPORATED (NEW YORK NY)
NA
04/18/1989 - 02/13/1990
J. T. MORAN & CO., INC.
IA
Issued 09/21/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/17/2000
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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