Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Omelio? Claim Your ProfileOmelio Saavedra is a financial advisor at Charles Schwab & CO., Inc. Omelio has over 10 years of experience in the financial services industry. Omelio is registered to provide investment advice in Connecticut, Delaware, Florida, New Jersey, New York and Pennsylvania. Omelio is also registered with the Securities and Exchange Commission as an Investment Advisor Representative (IAR) in New Jersey. Omelio specializes in providing investment advice to individuals and families. Omelio is also a registered principal with Charles Schwab.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NJ
05/24/2022 - Present
Charles Schwab & CO., Inc. (Millburn NJ)
NJ
02/11/2022 - 12/31/2023
TD AMERITRADE, INC. (Millburn NJ)
NJ
02/26/2018 - 01/11/2021
TD AMERITRADE, INC. (SHORT HILLS NJ)
NJ
04/06/2017 - 02/26/2018
SCOTTRADE, INC. (JERSEY CITY NJ)
NY
11/19/2014 - 03/30/2017
FOUR POINTS CAPITAL PARTNERS LLC (NEW YORK NY)
NY
04/11/2014 - 08/01/2014
E.J. STERLING, LLC (NEW YORK NY)
NY
07/05/2010 - 05/11/2012
JOHN THOMAS FINANCIAL (NEW YORK NY)
BOTH
Issued 08/09/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/09/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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