Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Omar? Claim Your ProfileOmar Mims is a registered representative with Ally Invest Advisors. Omar is licensed in the state of North Carolina and has been in the industry since 2018. Previously, Omar was employed at Alight Financial Solutions, LLC and Wells Fargo Clearing Services, LLC. Omar is a Series 7, Series 66, and SIE licensed advisor.
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.
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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NC
03/16/2022 - Present
Ally Invest Advisors (CHARLOTTE NC)
NC
06/04/2020 - 02/03/2021
ALIGHT FINANCIAL SOLUTIONS, LLC (CHARLOTTE NC)
NC
11/01/2016 - 10/30/2018
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
BOTH
Issued 12/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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