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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Omar? Claim Your ProfileOmar Fernando Cujar is a financial advisor with over 20 years of experience in the industry. Omar is currently registered as an Investment Advisor Representative with Great Valley Advisor Group, Inc. Omar is also licensed in 17 states, including Florida and Texas, and holds Series 7, 31, and 66 licenses. Omar has a strong track record of providing financial advice to individuals and families, helping them achieve their financial goals. Omar is committed to providing personalized financial advice and building long-term relationships with his clients. Omar is also a Certified Financial Planner.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting services
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.
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2
DE
04/05/2024 - Present
Great Valley Advisor Group, Inc. (WILMINGTON DE)
FL
10/23/2009 - 11/09/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALM BEACH FL)
FL
10/31/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOCA RATON FL)
FL
04/18/2003 - 11/04/2008
WACHOVIA SECURITIES, LLC (PALM BEACH FL)
BOTH
Issued 12/29/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 04/16/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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