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Omar T Hamid

Charles Schwab & CO., Inc.

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About Omar T Hamid

Omar Hamid is a financial advisor at Charles Schwab & Co., Inc. Omar has been in the financial services industry since 2006 and has worked for several firms, including Ameriprise Financial Services, LLC, Cetera Investment Services LLC, and WAMU Investments, Inc. Omar is registered with the state of Illinois and Florida as a registered representative and investment advisor representative.

Firm Information

Omar Hamid is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a corporation formed in April 1971. They are headquartered in San Francisco, CA and have a presence in all 50 states, Puerto Rico, and the Virgin Islands. They provide financial planning, selection of other advisers, and wrap fee program services. Charles Schwab & CO., Inc. is a registered investment adviser with the SEC and is registered in 53 states. They have over 15,000 registered representatives and manage more than $50 billion in assets.
Charles Schwab & CO., Inc.

445 Skokie Blvd

Northbrook, IL 60062-2808

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Omar Hamid’s Registration & Firm History

IL

10/12/2021 - Present

Charles Schwab & CO., Inc. (Northbrook IL)

IL

12/19/2019 - 09/02/2021

AMERIPRISE FINANCIAL SERVICES, LLC (Lincolnwood IL)

IL

07/08/2016 - 11/17/2017

CETERA INVESTMENT SERVICES LLC (OAK BROOK IL)

CA

04/08/2008 - 07/02/2008

WAMU INVESTMENTS, INC. (IRVINE CA)

NV

03/03/2006 - 01/24/2007

M.L. STERN & CO., LLC. (HENDERSON NV)

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Licenses & Designations

BOTH

Issued 5/6/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/17/2017

SIE - Securities Industry Essentials Examination

BC

Issued 7/8/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Omar T Hamid.
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