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Omar James Gaafar

Insight Securities, Inc.

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About Omar James Gaafar

Omar Gaafar is a Registered Representative and Investment Advisor Representative with Insight Securities, Inc. Omar has been working in the financial industry since 2006 and has a wide range of experience. Omar is registered in 51 states and the District of Columbia, as well as with FINRA and the Securities Investor Protection Corporation (SIPC). Omar has a strong track record of success and is committed to providing his clients with the highest level of service.

Firm Information

Omar Gaafar is currently registered with Insight Securities, Inc.. Insight Securities, Inc. is an Illinois-based corporation formed in November 1970 that provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm has over 10 years of experience and manages over $147 million in regulatory assets under management. They are registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.
Insight Securities, Inc.

600 CENTRAL AVE.

HIGHLAND PARK, IL 60035

$147.73M

Assets Under Management

Not reported

Total Clients

47

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Omar Gaafar’s Registration & Firm History

IL

09/23/2014 - Present

Insight Securities, Inc. (HIGHLAND PARK IL)

WA

06/18/2019 - 12/12/2019

ABRAHAM SECURITIES CORPORATION (GIG HARBOR WA)

IL

11/16/2007 - 09/26/2014

CITIGROUP GLOBAL MARKETS INC. (LOMBARD IL)

NM

03/25/2005 - 08/09/2006

MORGAN STANLEY DW INC. (SANTA FE NM)

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Licenses & Designations

BOTH

Issued 04/13/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 08/11/2015

Series 53 - Municipal Securities Principal Examination

BC

Issued 03/11/2015

Series 4 - Registered Options Principal Examination

BC

Issued 12/18/2014

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/01/2015

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 04/29/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 03/24/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Omar James Gaafar.
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