Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Omar? Claim Your ProfileOmar Demond Holmes is a financial professional with over 13 years of experience in the financial services industry. Omar is currently a registered representative with Nuveen Asset Management, LLC and has a Series 7, 63 and 65. Omar has experience providing financial advice to a range of clients, including high-net-worth individuals, corporations, pension plans, and pooled investment vehicles. Previous employers include LPL Financial LLC, MSI Financial Services, Inc., New England Securities, Metlife Investors Distribution Company, MML Investors Services, LLC and Wells Fargo Advisors, LLC.
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.
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.
Strategic management for diversified investment portfolios.
Model portfolio advice
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
02/08/2021 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
SC
01/06/2017 - 01/22/2021
LPL FINANCIAL LLC (FORT MILL SC)
NC
08/20/2014 - 07/28/2016
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
08/20/2014 - 01/02/2015
NEW ENGLAND SECURITIES (CHARLOTTE NC)
NC
09/05/2013 - 09/19/2014
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
MA
06/09/2011 - 04/03/2013
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
NC
08/29/2007 - 05/18/2011
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
VA
11/10/2005 - 04/03/2006
FIRST CLEARING, LLC (RICHMOND VA)
IA
Issued 10/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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