Unclaimed
Omar Baig is a financial professional with over 26 years of experience in the industry. Omar is currently registered as a Registered Investment Advisor with Cetera Investment Advisers LLC. Previously, Omar was associated with Walnut Street Securities, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, Citistreet Equities LLC, and Prudential Securities Incorporated. Omar is licensed in Arizona, Florida, Illinois, Mississippi, Missouri, Nevada, and Ohio. Omar is also a Series 63, Series 65, Series 7, Series 31, and SIE licensed professional.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MO
06/29/2023 - Present
Cetera Investment Advisers LLC (ST. LOUIS MO)
MO
10/22/2007 - 09/03/2013
WALNUT STREET SECURITIES, INC. (ST LOUIS MO)
MO
11/29/2005 - 10/25/2007
METLIFE SECURITIES INC. (ST. LOUIS MO)
MO
11/29/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ST. LOUIS MO)
NJ
04/16/2002 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
NY
04/16/1996 - 04/15/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 4/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/9/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 4/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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