Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Omar? Claim Your ProfileOmar Velasco is a financial advisor with Lincoln Investment and K2 Financial Inc. Omar specializes in providing financial planning services to individuals and businesses. Omar is registered in California as a Registered Representative and Investment Advisor Representative. Omar has a strong understanding of the financial markets and is committed to helping his clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
08/30/2022 - Present
Lincoln Investment (Glendora CA)
BC
Issued 08/29/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/22/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/31/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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