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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Omar? Claim Your ProfileOmar Mahadeen Graddock is a financial advisor associated with Morgan Stanley. Omar has been in the industry since June 9, 1971. Omar works in the Stowe, Vermont branch of Morgan Stanley. Omar is registered in 32 states and has Series 7TO, Series 9, Series 10, Series 63 and SIE licenses. Omar has been registered with the Securities and Exchange Commission (SEC) since June 1, 2009. Omar is affiliated with Morgan Stanley, Morgan Stanley & Co. Incorporated, MORGAN STANLEY DW INC., DEAN WITTER & CO. INCORPORATED, and PIEDMONT CAPITAL CORPORATION. Omar has been registered with the SEC since June 1, 2009 and has previous registrations dating back to 1971. Omar works in the Stowe, Vermont branch of Morgan Stanley.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
VT
06/01/2009 - Present
Morgan Stanley (STOWE VT)
VT
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (STOWE VT)
VT
02/24/1978 - 04/02/2007
MORGAN STANLEY DW INC. (STOWE VT)
NA
11/20/1973 - 02/24/1978
DEAN WITTER & CO. INCORPORATED
NA
06/10/1971 - 12/10/1973
PIEDMONT CAPITAL CORPORATION
BC
Issued 01/06/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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