Omar MaciasCRD Number: 5613466
Current Firm: Deutsche Bank Securities Inc.
Omar Macias (CRD# 5613466) is an Investment Advisor Representative working at Deutsche Bank Securities Inc. in Miami, FL and has over 9 years of experience in the finance industry.
Northstar Financial Planners, Inc.
|Deutsche Bank Securities Inc.||Miami, FL||Feb 2014 - Current||3|
|Wells Fargo Advisors LLC||Miami, FL||Aug 2011 - Jan 2014||2|
|Summit Development Solution||Miami Lakes, FL||Feb 2011 - Aug 2011||< 1|
|Saicam Group||Miami, FL||Feb 2011 - Aug 2011||< 1|
|Wachovia Bank, N.a.||Miami, FL||Nov 2008 - Feb 2011||2|
|Wachovia Securities, LLC||Miami, FL||Nov 2008 - Feb 2011||2|
|Countrywide Bank||Weston, FL||Aug 2002 - Nov 2008||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2008|
|S65||NASAA Investment Advisors Law Examination||Apr 2012|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management5,524MILLIONS
Total Number of Accounts5,921ACCOUNTS
Average Account Value$932,939
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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