Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Omar? Claim Your ProfileOmar Stanley Adams is a financial professional with over 10 years of experience in the industry. Omar currently works at MML Investors Services, LLC, where Omar has been registered since August 2018. Omar is licensed to provide investment advice in all 50 states and the District of Columbia. Previously, Omar worked at MetLife Securities Inc., Signator Investors, Inc., and Davinci Capital Management Inc. Omar holds Series 4, 6, 7, 24, and 63 licenses, and has a broad range of experience working with individuals, high-net-worth individuals, corporations, and pension plans. Omar specializes in financial planning, asset allocation, and portfolio management.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
08/23/2018 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
CT
09/21/2010 - 01/10/2011
METLIFE SECURITIES INC. (WETHERSFIELD CT)
RI
09/18/2007 - 09/29/2010
SIGNATOR INVESTORS, INC. (WARWICK RI)
MA
11/07/2006 - 08/30/2007
DAVINCI CAPITAL MANAGEMENT INC. (CAMBRIDGE MA)
BC
Issued 09/11/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2020
Series 4 - Registered Options Principal Examination
BC
Issued 02/19/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/06/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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