Omar Chavez (CRD# 6881654) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in El Paso, TX and has over 5 years of experience in the finance industry.
CRD# 3268054
Charles Schwab & Company, Inc.
CRD# 5158953
Level Four Advisory Services
CRD# 5205193
J Beaver Investment Advisors Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | El Paso, TX | Mar 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | Minneapolis, MN | Nov 2017 - Mar 2020 | 2 |
| Unified Insurance And Income Tax | El Paso, TX | Dec 2015 - Oct 2017 | 1 |
| P'cante Grill | El Paso, TX | Jun 2015 - Mar 2016 | < 1 |
| Acs Xerox Corporation | El Paso, TX | Aug 2015 - Nov 2015 | < 1 |
| El Paso Parks And Recreation | El Paso, TX | Jun 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2018 |
- 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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