Unclaimed
Omar Isaiah Flores is a registered representative with Charles Schwab & CO., Inc. Omar holds Series 63, Series 24 and Series 7TO licenses, as well as the SIE. Omar has been in the securities industry since September 7, 2023 and is registered with the state of Texas. Omar works in the El Paso office of Charles Schwab.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
09/08/2023 - Present
Charles Schwab & CO., Inc. (El Paso TX)
BC
Issued 10/16/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2024
Series 24 - General Securities Principal Examination
BC
Issued 09/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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