Unclaimed
Omar Shalabi is a financial advisor with Blackridge Asset Management, LLC. Omar has been in the financial industry since 1996 and has a wide range of experience in helping clients with their financial needs. Omar offers a variety of financial services, including financial planning, portfolio management for individuals, and selection of other advisors. Omar is also a Certified Financial Planner. Omar holds Series 7, 52, 63, and 65 licenses. Omar is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Omar specializes in working with individuals, corporations and high-net-worth individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
FL
05/04/2018 - Present
Blackridge Asset Management, LLC (JUPITER FL)
SC
11/19/2010 - 05/04/2018
SUMMIT BROKERAGE SERVICES, INC. (COLUMBIA SC)
SC
10/05/2010 - 11/08/2010
ING FINANCIAL PARTNERS, INC. (COLUMBIA SC)
SC
01/09/1999 - 10/08/2010
UVEST FINANCIAL SERVICES GROUP, INC. (COLUMBIA SC)
MO
03/03/1997 - 12/08/1998
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MI
09/20/1996 - 03/14/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 03/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/11/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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