Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Omar? Claim Your ProfileOmar Zayas fonseca is a financial advisor with over 25 years of experience in the industry. Omar is currently registered with Insigneo Securities, LLC and Insigneo International Financial Services LLC in San Juan, Puerto Rico. Omar has previously worked for Popular Securities, Inc. in San Juan, Charles Schwab & Co., Inc. in Westlake, Texas and American Express Financial Advisors Inc. in Minneapolis, Minnesota. Omar holds the Series 6, 7, 24, and 63 licenses and is a registered representative in Florida and Puerto Rico.
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.
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.
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2
PR
12/08/2023 - Present
Insigneo Securities, LLC (San Juan PR)
PR
06/11/2001 - 06/19/2003
POPULAR SECURITIES, INC. (SAN JUAN PR)
TX
02/24/1999 - 06/21/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MN
12/08/1997 - 02/04/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/08/1997 - 02/04/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/05/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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