Unclaimed
Omar Javier MacIas is a financial advisor at Snowden Capital Advisors LLC with over 12 years of experience in the industry. Omar MacIas is registered with FINRA and the state of Florida and New York as a Registered Representative and Investment Adviser Representative. Omar Javier MacIas has previously worked at Raymond James & Associates, Inc., DEUTSCHE BANK SECURITIES INC., and Wells Fargo Advisors, LLC. Omar Javier MacIas offers a variety of services including financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
03/22/2021 - Present
Snowden Capital Advisors LLC (Coral Gables FL)
FL
09/21/2020 - 03/08/2021
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
FL
09/06/2016 - 09/16/2020
RAYMOND JAMES & ASSOCIATES, INC. (Miami FL)
FL
02/05/2014 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (MIAMI FL)
FL
09/01/2011 - 02/04/2014
WELLS FARGO ADVISORS, LLC (MIAMI FL)
FL
12/17/2008 - 02/14/2011
WELLS FARGO ADVISORS, LLC (MIAMI LAKES FL)
IA
Issued 04/26/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/16/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Omar MacIas is the right advisor for you? Invested Better is here to help.