Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Omar? Claim Your ProfileOmar Menzies is a financial advisor with over 17 years of experience in the industry. Omar is currently registered with Fidelity Brokerage Services LLC and National Financial Services LLC. Omar holds Series 7, Series 63, SIE and Series 57TO licenses and is registered in 53 states and the District of Columbia. Omar has been active in the industry since 2005. Previous experience includes Fidelity Brokerage Services LLC in Boston, MA.
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
MA
10/25/2022 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
MA
04/17/2009 - 11/20/2014
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
BC
Issued 03/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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