Omar Delgado, financial advisor Guaynabo PR
90 score

Omar Delgado

CRD Number: 6170877
Current Firm: Transamerica Financial Advisors, Inc.

Omar Delgado (CRD# 6170877) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Guaynabo, PR and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Guaynabo, PR Oct 2014 - Current 2
World Financial Group, Inc. Guaynabo, PR Oct 2014 - Current 2
Department Of Homeland Security San Juan, PR Feb 2009 - Current 7
Flocar Investment Group Miami, FL Sep 2010 - May 2015 4
Energy Bar Usa Corp Sunrise, FL Jul 2005 - Aug 2009 4
Florida Department Of Business And Professional Regulation Margate, FL Aug 2007 - Feb 2009 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2012
Contact Info for Omar M. Delgado
Phone Number: 727-299-1800
Registered State(s):
  • FL
  • PR
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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