Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Omar? Claim Your ProfileOmar Elmi Osman is a registered representative and investment advisor representative with Wells Fargo Clearing Services, LLC. Omar is licensed to offer investment advice in Florida and other states. Omar has been in the financial services industry since 2011. Omar has earned the Series 63, 65, 7, 9, 10 and 31 licenses. Omar also holds the Securities Industry Essentials (SIE) designation. Omar has experience working with a range of clients including high-net-worth individuals, corporations, and charitable organizations. Omar's previous work experience includes a role at WELLS FARGO FUNDS DISTRIBUTOR, LLC. Omar is committed to providing clients with personalized financial advice and investment strategies to help them achieve their financial goals.
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.
Investment consulting services to institutional clients
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
FL
07/20/2018 - Present
Wells Fargo Clearing Services, LLC (ST. PETERSBURG FL)
WI
08/08/2011 - 06/11/2018
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
IA
Issued 03/04/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/28/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/16/2022
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Omar Osman is the right advisor for you? Invested Better is here to help.
