Omar
Gaafar
Insight Securities, Inc
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About this Advisor
Omar Gaafar is a financial advisor operating out of Highland Park, Illinois who has 9 years of relevant experience. Gaafar is an employee of Insight Securities, Inc. The advisor has gained experience at Citibank, Insight Securities, Inc, Insight Securities Inc and Precise Insurance Group. Gaafar holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Illinois. Insight Securities, Inc is a registered investment firm operating out of Highland Park, IL. It has offices in five locations and a total of 24 advisors. It manages $163 million in assets under management between its 222 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 222 customer accounts, just 6% are held by high-net-worth investors who have at least $1 million in assets available to invest. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees largely vary depending on the type of financial services. However, fees billed by Insight Securities, Inc can include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Insight Securities, Inc Brokerage Details
$162,911,061
24
222
$733,834
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Omar Gaafar Work History
Omar has been registered as a financial advisor for 9 years.*
Insight Securities, Inc
Precise Insurance Group
Insight Securities, Inc
Insight Securities, Inc
Insight Securities, Inc
Insight Securities, Inc
Insight Securities Inc
Citibank
*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 Gaafar 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 Insight Securities, Inc
Highland Park, IL
Highland Park, IL
Brooklyn, NY
Highland Park, IL
Miami, FL
Miami, FL
El Paso, TX
Highland Park, IL
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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