Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Omar? Claim Your ProfileOmar Trinidad Perez is a registered representative with Tiaa-cref Individual & Institutional Services, LLC. Omar has been in the industry for over a year, specializing in helping clients with their financial planning needs. Omar is also experienced in providing investment advice and selection of other advisors. Omar holds Series 63, 6TO, and SIE licenses and is registered in 52 states.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
08/31/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
01/03/2023 - 01/30/2023
ALLSTATE FINANCIAL SERVICES, LLC (Irving TX)
TX
03/31/2022 - 12/31/2022
ALLSTATE FINANCIAL SERVICES, LLC (Irving TX)
BC
Issued 06/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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