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Patrice A. Omara

AHANA MARKETS
FORT LEE, NJ 07024
Some features on this profile are disabled
CRD#: 1544140
PO

Professional summary

Patrice Agnes Omara, who also goes by Patrice A Omara, is a registered financial professional 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.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Patrice A Omara

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Patrice Agnes Omara's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 28, 2023 - Present

AHANA MARKETS LLC

Office #1: 1 Bridge Plaza N #860a, Fort Lee, NJ 07024
BD
CRD#: 318893
FORT LEE, NJ
Past

June 27, 2025 - August 3, 2025

RETOKENS CAPITAL LLC

BD
CRD#: 333160
SPOKANE VALLEY, WA
Past

April 8, 2025 - January 24, 2026

GIGASTAR SECURITIES, LLC

BD
CRD#: 328312
Chicago, IL
Past

January 16, 2019 - April 30, 2021

SECURITIZE MARKETS, LLC

BD
CRD#: 283256
New York, NY
Past

August 14, 2018 - January 4, 2019

COINZOOM SECURITIES, LLC

BD
CRD#: 167337
SALT LAKE CITY, UT
Past

March 8, 2016 - September 29, 2017

PQT SERVICES LLC

BD
CRD#: 282083
New York, NY
Past

July 11, 2014 - October 2, 2014

FIRST NEW YORK SECURITIES L.L.C.

BD
CRD#: 16362
NEW YORK, NY
Past

January 1, 2014 - June 14, 2016

PICO QUANTITATIVE TRADING LLC

BD
CRD#: 118639
NEW YORK, NY
Past

April 5, 2012 - August 22, 2012

AXOS CLEARING LLC

BD
CRD#: 117176
OMAHA, NE
Past

May 5, 2010 - December 2, 2010

TORA TRADING SERVICES, LLC

BD
CRD#: 135423
NEW YORK, NY
Past

September 25, 2006 - March 17, 2010

BTIG, LLC

BD
CRD#: 122225
NEW YORK, NY
Past

July 2, 2003 - March 7, 2005

KNIGHT CAPITAL AMERICAS, L.P.

BD
CRD#: 38599
JERSEY CITY, NJ
Past

January 17, 2003 - June 19, 2003

INVESTMENT CENTERS OF AMERICA, INC.

BD
CRD#: 16443
APPLETON, WI
Past

February 3, 2000 - October 12, 2001

ROBERTSON STEPHENS, INC.

BD
CRD#: 41271
SAN FRANCISCO, CA
Past

February 28, 1997 - January 14, 2000

JPMSI

BD
CRD#: 15733
NEW YORK, NY
Past

June 14, 1993 - September 6, 1996

MONTGOMERY SECURITIES

BD
CRD#: 4357
SAN FRANCISCO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 99TO
Date: 3/14/2024
Operations Professional Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/18/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/11/1993
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/18/2023
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

AM
AHANA MARKETS LLC
AHANA BROKERAGE LLC | AHANA MARKETS LLC

CRD#: 318893 / SEC#: , 8-70941

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information

Main Address
1 Bridge Plaza N #860a, Fort Lee, NJ 07024
Mailing Address
1 Bridge Plaza N #860a, Fort Lee, NJ 07024
Phone number
(201) 373-2892
Established
Delaware since 12/06/2021
Firm type
Limited Liability Company
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
AHANA HOLDINGSDIRECT OWNER
ARORA, VRINDAFINOP/ PFO/ POO7784034
MICALETTI, RAYMOND CHARLES JR.CEO5527496
OMARA, PATRICE AGNESCCO1544140

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

AHANA MARKETS LLC

CRD#: 318893Fort Lee, NJ 07024

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