Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Omari? Claim Your ProfileOmari F. Thomas is a financial advisor with over 20 years of experience in the financial services industry. Omari is currently registered with Equitable Advisors, LLC and has been with the firm since January 2022. Omari previously worked with Prudential Insurance Company of America, NYLIFE Securities LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Omari holds several licenses and certifications, including the Series 7, Series 63, and Series 66.
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.
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.
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2
PA
10/12/2023 - Present
Equitable Advisors, LLC (CONSHOHOCKEN PA)
PA
06/02/2021 - 01/21/2022
PRUCO SECURITIES, LLC. (CHALFONT PA)
PA
01/07/2011 - 05/19/2021
NYLIFE SECURITIES LLC (WAYNE PA)
PA
02/28/2005 - 01/02/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHILADELPHIA PA)
PA
12/13/2000 - 03/09/2005
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
MN
12/13/2000 - 12/13/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/13/2000 - 12/13/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/15/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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