Omar DelgadoCRD 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 5 years of experience in the finance industry.
Pariter Wealth Management Group LLC
Vab Advisors, LLC
Kovack Advisors, Inc.
|Transamerica Financial Advisors, Inc.||Guaynabo, PR||Oct 2014 - Current||3|
|World Financial Group, Inc.||Guaynabo, PR||Oct 2014 - Current||3|
|Department Of Homeland Security||San Juan, PR||Feb 2009 - Current||9|
|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|
Total Assets Under Management969MILLIONS
Total Number of Accounts14,750ACCOUNTS
Average Account Value$65,719
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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