Omar MolinaCRD Number: 7045867
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Omar Molina (CRD# 7045867) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Las Vegas, NV and has over 3 years of experience in the finance industry.
Skyoak Capital, Inc.
Money Managers, Inc.
Ameriprise Financial Services, LLC
|Bank Of America, N.a.||Las Vegas, NV||Jan 2019 - Current||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Las Vegas, NV||Nov 2018 - Current||4|
|Us Bank||Las Vegas, NV||Aug 2016 - Nov 2018||2|
|Wells Fargo Bank||Las Vegas, NV||Dec 2015 - Aug 2016||< 1|
|Bank Of America Merchant Services||Las Vegas, NV||Jan 2013 - Nov 2015||2|
|Bank Of America||Las Vegas, NV||Jan 2010 - Jan 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2019|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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