Omar Oropesa, financial advisor Miami Lakes FL

Omar Oropesa

CRD Number: 2671923
Current Firm: Primerica Advisors

Omar Oropesa (CRD# 2671923) is an Investment Advisor Representative working at Primerica Advisors in Miami Lakes, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Miami Lakes, FL Feb 1999 - Current 25
Primerica Financial Services Miami Lakes, FL May 1995 - Current 29
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2019
S63 Uniform Securities State Law Examination Jun 2020
Disclosure Information

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Omar F. Oropesa
Phone Number: 833-786-0550
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    8,462
    MILLIONS
  • Total Number of Accounts
    59,808
    ACCOUNTS
  • Average Account Value
    $141,486
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, WY

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