Omar
Morillo
Mariner Independent
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About this Advisor
Omar Morillo is a financial advisor based in Hollywood, Florida, working with Mariner Independent. Omar has previously held positions at National Life Group, 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. Omar has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Omar is part of Mariner Independent, which operates out of Hollywood, Florida. The firm has 33 offices and 102 employees. The firm manages assets totaling $4.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Mariner Independent includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mariner Independent Brokerage Details
$4,345,628,317
102
8,802
$493,709
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
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
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 Independent
Manhattan Beach, CA
Warrenton, VA
Thousand Oaks, CA
Newport Beach, CA
Ramsey, NJ
Brookline, MA
Florham Park, NJ
Annapolis, MD
The content in this profile was updated by SmartAsset on 6/19/2024. 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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