Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Omer? Claim Your ProfileOmer Abramovich is a financial advisor registered with CliftonLarsonAllen Wealth Advisors, LLC. Omer has been working in the financial industry since August 2013 and holds the Series 63, 66 and 7 licenses. Omer has a Certified Financial Planner designation. Prior to joining CliftonLarsonAllen Wealth Advisors, LLC, Omer was employed by Private Client Services, LLC and Cetera Advisor Networks LLC. The advisor is also a Principal of the parent firm CliftonLarsonAllen LLP.
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
MN
09/07/2022 - Present
Cliftonlarsonallen Wealth Advisors, LLC (MINNEAPOLIS MN)
MN
05/15/2017 - 03/28/2019
PRIVATE CLIENT SERVICES, LLC (St. Louis Park MN)
MN
02/27/2014 - 05/16/2017
CETERA ADVISOR NETWORKS LLC (ST LOUIS PARK MN)
MN
07/19/2013 - 02/21/2014
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BC
Issued 02/16/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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