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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Omari? Claim Your ProfileOmari Simpson is a financial advisor with Valic Financial Advisors, Inc. based in Houston, Texas. Omari has been in the industry since January 19, 2007. Omari is registered with FINRA as a Registered Representative and is licensed to provide securities and investment advisory services in 51 states and the District of Columbia. Omari has extensive experience working with high-net-worth individuals and corporations, providing personalized financial planning and portfolio management services. Omari also offers a variety of other advisory services, including financial planning, selection of other advisors, and recommendations for wrap accounts.
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.
Recommend wrap accounts to clients
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
TX
10/03/2014 - Present
Valic Financial Advisors, Inc. (HOUSTON TX)
TX
01/11/2012 - 09/26/2014
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
TX
02/08/2010 - 06/24/2010
EDWARD JONES (HOUSTON TX)
TX
05/10/2006 - 08/25/2009
INVESCO AIM DISTRIBUTORS, INC. (HOUSTON TX)
NJ
01/01/2005 - 04/27/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 01/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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