Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Omar? Claim Your ProfileOmar Rojas is a Registered Representative with Portfolio Medics, LLC. Omar has been working in the financial industry since March 2007. Omar is also a driver for Modern Transportation, spending approximately 25 hours a week in this role. Omar has passed the Uniform Investment Adviser Law Examination (Series 65). Omar is registered with the state of Texas. Omar specializes in Financial Planning, Pension Consulting, Portfolio Management for Individuals, and Selection of Other Advisers.
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.
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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TX
10/16/2024 - Present
Portfolio Medics, LLC (Red Oak TX)
Active
Inactive
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