Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Omar? Claim Your ProfileOmar Kamal is a financial advisor with Key Investment Services LLC. Omar is registered with the state of Ohio and holds the Series 63, 65, 7 and SIE licenses. Omar has worked with investors of all sizes and has expertise in managing financial portfolios for both individuals and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
OH
02/12/2024 - Present
KEY Investment Services LLC (CLEVELAND OH)
FL
08/04/2016 - 01/26/2017
SAGEPOINT FINANCIAL, INC. (PONTE VEDRA BEACH FL)
FL
01/20/2016 - 08/04/2016
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BC
Issued 02/28/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/27/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/16/2024
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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