Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Omar? Claim Your ProfileOmar Melo is a registered representative with Crewe Capital. Omar has been in the securities industry since April 30, 2015 and holds the Series 63, Series 7TO, SIE, Series 79TO and Series 7 licenses. Omar has held prior positions at BA Securities, LLC and Banc of America Securities LLC. Omar is registered in the state of Utah.
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.
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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2
UT
03/15/2023 - Present
Crewe Capital (SALT LAKE CITY UT)
UT
02/05/2020 - 03/13/2023
CREWE CAPITAL (SALT LAKE CITY UT)
PA
05/10/2019 - 01/13/2020
BA SECURITIES, LLC (W. CONSHOHOCKEN PA)
NY
10/01/1997 - 06/29/2001
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
CA
05/29/1997 - 10/01/1997
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
BC
Issued 11/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/10/2019
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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