Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Omar? Claim Your ProfileOmar David Morales-vazquez is a financial professional with over 25 years of experience in the industry. Omar is registered with PFS Investments Inc. and holds Series 6, 26, 63 and 65 securities licenses. Omar has been active in the financial industry since 1999 and provides financial planning and portfolio management services to individuals and businesses. Omar is also licensed to sell insurance products.
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.
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.
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2
FL
08/18/2020 - Present
PFS Investments Inc. (ORLANDO FL)
BC
Issued 06/15/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/24/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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