Unclaimed
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.
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.
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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2
AZ
02/18/2021 - Present
Assetmark Brokerage, LLC (Phoenix AZ)
AZ
09/05/2019 - 01/21/2021
WELLS FARGO CLEARING SERVICES, LLC (TUCSON AZ)
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
Active
Inactive
F
FINRA
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