Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Omar? Claim Your ProfileOmar Jose De la rosa is a financial advisor with Raymond James & Associates, Inc. Omar has been in the financial services industry since 2008 and is registered in 53 states. Omar is a Series 7, 24, 57, 66, and 79 licensed representative and specializes in providing financial planning, portfolio management, and investment services to individuals, businesses, insurance companies, pension and profit sharing plans, and charitable organizations.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
06/28/2012 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
04/06/2010 - 10/10/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
02/24/2010 - 04/07/2010
NEWPORT COAST SECURITIES, INC. (ODESSA FL)
FL
10/23/2008 - 02/09/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
BOTH
Issued 06/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2018
Series 57 - Securities Trader Exam
BC
Issued 11/20/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 10/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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