Mohamed Omar, financial advisor Morganville NJ
87 score

Mohamed Omar

CRD Number: 2987829
Current Firm: Tfs Advisory Services

Mohamed Omar (CRD# 2987829) is an Investment Advisor Representative working at Tfs Advisory Services in Morganville, NJ and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Tfs Securities, Inc. Lincroft, NJ Sep 2007 - Current 9
Omar & Associates, Cpas Morganville, NJ Jul 1996 - Current 20
H D Vest Investment Securities Cliffwood, NJ Apr 2003 - Aug 2007 4

Mohamed Omar has no recent exams reported.
Contact Info for Mohamed S. Omar
By the Numbers
  • Total Assets Under Management
    656
    MILLIONS
  • Total Number of Accounts
    3,282
    ACCOUNTS
  • Average Account Value
    $199,809
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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