Omar Rosales (CRD# 5958161) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Norman, OK and has over 12 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Norman, OK | Oct 2020 - Current | 3 |
| Ameriprise Financial Services Inc. | Norman, OK | Oct 2020 - Oct 2020 | < 1 |
| Mml Investors Services | Oklahoma City, OK | Jun 2017 - Oct 2020 | 3 |
| Massmutual Life Insurance Company | Oklahoma City, OK | May 2017 - Oct 2020 | 3 |
| Ameriprise Financial Services, LLC | Norman, OK | Mar 2020 - Mar 2020 | < 1 |
| The Prudential Insurance Company Of America | Norman, OK | May 2016 - Jun 2017 | 1 |
| Pruco Securities, LLC | Norman, OK | May 2016 - Jun 2017 | 1 |
| Edward Jones | St Louis, MO | Jul 2011 - May 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2011 |
- OK
- TX
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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