Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Omar? Claim Your ProfileOmar Xavier Richardson is a financial advisor registered with Tiaa-cref Individual & Institutional Services, LLC. Omar has been in the financial industry since August 7, 2021, and has experience providing financial advice to individuals, high-net-worth individuals, and charitable organizations. Omar is licensed to provide financial advice in North Carolina.
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
NC
07/27/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
RI
08/02/2021 - 07/20/2022
PFS INVESTMENTS INC. (JOHNSTON RI)
BC
Issued 01/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Omar Richardson is the right advisor for you? Invested Better is here to help.
