Patrice Agnes Omara
Professional Summary
Patrice Agnes Omara, who also goes by Patrice A Omara, is a registered financial advisor currently at AHANA MARKETS LLC located in Fort Lee, New Jersey. Patrice is registered as a RR (Registered Representative) and started their career in finance in 1993. Patrice has worked at 16 firms and has passed the Series 99TO, Series 7TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Patrice A Omara
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
33 years in the financial services industry
Current & Past Employments
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Current Firm
AHANA BROKERAGE LLC | AHANA MARKETS LLC
Contact Information
Main Address
1 Bridge Plaza N #860a, Fort Lee, NJ 07024Mailing Address
1 Bridge Plaza N #860a, Fort Lee, NJ 07024Phone Number
(201) 373-2892Established
Delaware since 12/06/2021Firm Type
Limited Liability CompanyFiscal Year End
SeptemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Patrice Agnes Omara's CRS (Customer Relationship Summary).
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