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Omri Moncaiyo shonari Childs

Assetmark Brokerage, LLC

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About Omri Moncaiyo shonari Childs

Omri Childs is a financial advisor with Assetmark Brokerage, LLC in Phoenix, Arizona. Omri has been in the industry since 2019 and is registered with FINRA as well as the state of Arizona. Omri has passed the Series 63, Series 6TO and SIE exams. Prior to joining Assetmark Brokerage, LLC, Omri worked for WELLS FARGO CLEARING SERVICES, LLC in Tucson, Arizona.

Firm Information

Omri Childs is currently registered with Assetmark Brokerage, LLC. Assetmark Brokerage, LLC is a Limited Liability Company formed in 2013 and approved to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

168

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Omri Childs’s Registration & Firm History

AZ

02/18/2021 - Present

Assetmark Brokerage, LLC (Phoenix AZ)

AZ

09/05/2019 - 01/21/2021

WELLS FARGO CLEARING SERVICES, LLC (TUCSON AZ)

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Licenses & Designations

BC

Issued 09/16/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/05/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/14/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Omri Moncaiyo shonari Childs.
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