Omar
Morillo
Mariner Platform Solutions
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About this Advisor
Omar Morillo is a certified financial planner and chartered financial consultant operating in Hollywood, Florida, who has 1 year of relevant experience. Morillo is currently employed by Mariner Platform Solutions. During their career, Morillo has held roles at National Life Group, Wellpoint, Inc Blue Cross Blue Shield, Equity Services, Inc, Penn Mutual Life Insurance Co, Hornor Townsend & Kent Inc, Axa Advisors, LLC, Equitable Advisors, LLC, Proxy Wealth Advisors LLC, Purshe Kaplan Sterling Investments, Inc, Octavia Wealth Advisors LLC, Octavia Risk Management, LLC, Jetsetter Fulfillment, LLC, Jetsetter Financial, LLC, Imperio Wealth Advisors and Mariner Platform Solutions. Morillo has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Florida. Mariner Platform Solutions is a financial advisory firm that has its headquarters in Leawood, KS. The firm has offices in 33 locations and a total of 75 financial advisors. It handles $3 billion in total assets between its 6,916 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 6,916 customer accounts, 37% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Mariner Platform Solutions offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial advisory services largely vary depending on which services are provided. Fee types charged by Mariner Platform Solutions likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mariner Platform Solutions Brokerage Details
$3,057,968,593
75
6,916
$442,159
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Omar Morillo Work History
Omar has been registered as a financial advisor for 1 years.*
Imperio Wealth Advisors
Mariner Platform Solutions
Purshe Kaplan Sterling Investments, Inc
Jetsetter Fulfillment, LLC
Jetsetter Financial, LLC
Proxy Wealth Advisors LLC
Octavia Wealth Advisors LLC
Octavia Risk Management, LLC
Axa Advisors, LLC
Equitable Advisors, LLC
Penn Mutual Life Insurance Co
Hornor Townsend & Kent Inc
Equity Services, Inc
National Life Group
Wellpoint, Inc Blue Cross Blue Shield
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Omar Morillo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mariner Platform Solutions
East Greenwich, RI
Athens, GA
Wimberley, TX
Agoura Hills, CA
Hollywood, FL
Valley Village, CA
Brookline, MA
Leawood, KS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
