Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Omero? Claim Your ProfileOmero Catan is a registered investment advisor representative with Eagle Strategies LLC. Omero holds Series 6, 7, 24, 26, 52, 53, and 66 licenses. Omero has been in the industry since 2008 and has previously worked with NYLIFE SECURITIES LLC and NYLIFE DISTRIBUTORS LLC. Omero specializes in providing financial planning, portfolio management, and pension consulting.
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.
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
VA
07/17/2023 - Present
Eagle Strategies LLC (VIENNA VA)
NY
10/20/2015 - 03/08/2018
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
NY
08/20/2008 - 08/05/2015
NYLIFE SECURITIES LLC (NEW YORK NY)
BOTH
Issued 10/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/12/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/19/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/11/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/19/2008
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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