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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Omar? Claim Your ProfileOmar Chyou is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Omar has been in the industry since 2006 and has a wide range of experience working with clients including individuals, corporations, and charitable organizations. Omar's previous experience includes working for U.S. Bancorp Investments, Inc., Wells Fargo Advisors, LLC, and UBS PaineWebber Inc. Omar holds FINRA Series 7, 63, and 66 licenses as well as the SIE designation. Omar specializes in providing financial planning, portfolio management, and retirement planning services.
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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
02/02/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WALNUT CREEK CA)
CA
09/30/2020 - 02/21/2023
UNIONBANC INVESTMENT SERVICES, LLC (GLENDALE CA)
CA
03/19/2013 - 06/07/2017
U.S. BANCORP INVESTMENTS, INC. (SAN FRANCISCO CA)
MO
01/03/2011 - 02/07/2012
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
CA
11/27/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
05/29/2007 - 06/25/2009
CITIGROUP GLOBAL MARKETS INC. (PALO ALTO CA)
CA
11/13/2002 - 05/29/2007
CITICORP INVESTMENT SERVICES (PALO ALTO CA)
NJ
08/15/2002 - 10/22/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
02/28/2001 - 12/03/2001
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 06/03/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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