Omar Pereira (CRD# 4517833) is an Investment Advisor Representative working at Atlantis Investment Coaching, LLC in San Juan, PR and has over 22 years of experience in the finance industry.
CRD# 6245227
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1688356
Ipi Wealth Management, Inc.
CRD# 2872363
Lincoln Financial Securities Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Seanergy Group LLC | San Juan, PR | Nov 2021 - Current | 2 |
| Cynthia Galinaltis, Md | Dorado, PR | Nov 2008 - Current | 15 |
| Earthshine Corp. | San Juan, PR | Jul 2008 - Current | 15 |
| Sunshine Property Management, LLC | Vega Alta, PR | Dec 2007 - Current | 16 |
| Atlantis Investment Coaching, LLC | Vega Alta, PR | Oct 2007 - Current | 16 |
| Omar Pereira Varela | San Juan, PR | Aug 2002 - Current | 21 |
| Seanergy Llc/seanergy Corp | San Juan, PR | Feb 2018 - Nov 2021 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2002 |
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
PR, TX
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