Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Omar? Claim Your ProfileOmar Garcia is a financial professional with over 10 years of experience in the industry. Omar is currently registered with Bok Financial Securities, Inc. in Richardson, TX. Omar holds the Series 63, Series 52, and SIE licenses. Omar has a strong background in providing financial advice to a variety of clients, including individuals, corporations, and charitable organizations. Omar's experience and expertise make him a valuable resource for clients seeking financial guidance 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.
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.
Furnishes advice about securities in any manner not described above.
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.
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TX
07/28/2011 - Present
BOK Financial Securities, Inc. (Richardson TX)
BC
Issued 11/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2011
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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