Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Omar? Claim Your ProfileOmar R Qureshi is a financial advisor with Hightower Advisors, LLC. Omar is a registered investment advisor representative in Missouri and has been working in the financial services industry since 2001. Omar has a Series 66, Series 4, Series 7, and SIE licenses. Omar has experience working with high net worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and insurance companies. Omar provides financial planning, portfolio management for individuals, portfolio management for businesses, and selection of other advisers. Omar is also a member of the Villa Duchense & Oak Hill School Board.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
MO
03/24/2017 - Present
Hightower Advisors, LLC (St. Louis MO)
MO
04/02/2004 - 04/07/2017
LPL FINANCIAL LLC (ST. LOUIS MO)
MO
02/08/2001 - 04/02/2004
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
BOTH
Issued 04/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2001
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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