Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Omar? Claim Your ProfileOmar Guadalupe Esparza is a financial advisor with Voya Financial Advisors, Inc. Omar has been in the financial services industry since 2005 and has a broad range of experience, specializing in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Omar is registered with the state of Texas and holds Series 7, 63, 66, and 24 securities licenses. Prior to joining Voya Financial Advisors, Inc., Omar held positions at ING Financial Partners, Inc. and ING Financial Advisors, LLC.
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.
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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2
TX
11/27/2013 - Present
Voya Financial Advisors, Inc. (SAGINAW TX)
TX
01/03/2011 - 01/31/2012
ING FINANCIAL PARTNERS, INC. (ADDISON TX)
TX
07/07/2010 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (ADDISON TX)
TX
06/27/2005 - 12/02/2008
PRINCOR FINANCIAL SERVICES CORPORATION (FORT WORTH TX)
BOTH
Issued 01/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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