Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Omar? Claim Your ProfileOmar Deniz is a financial advisor at Charles Schwab & Co., Inc. Omar has over 6 years of experience in the financial services industry. Omar holds the Series 7, Series 63, and SIE licenses and is registered in Texas. Previously, Omar was employed by TD Ameritrade, Inc. and TD Ameritrade Clearing, Inc. Omar specializes in providing financial planning and investment management 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.
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
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2
TX
03/13/2023 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
08/09/2017 - 04/17/2023
TD AMERITRADE, INC. (WestLake TX)
TX
03/13/2019 - 12/31/2020
TD AMERITRADE CLEARING, INC. (Southlake TX)
BC
Issued 08/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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