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Omar Jesus Guevara

Missionsquare Retirement

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About Omar Jesus Guevara

Omar Jesus Guevara is a registered representative with Missionsquare Retirement. Omar has been in the financial services industry since June 2022 and has experience at Fidelity Brokerage Services LLC. Omar is licensed in Arkansas, Louisiana, New Mexico, Oklahoma and Texas.

Firm Information

Omar Guevara is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

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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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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percentage of assets

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

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Omar Guevara’s Registration & Firm History

TX

09/10/2024 - Present

Missionsquare Retirement (FORT WORTH TX)

TX

06/30/2022 - 05/21/2024

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 11/01/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/30/2022

Series 7TO - General Securities Representative Examination

BC

Issued 05/20/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Omar Jesus Guevara.
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