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Omer M. Ali-taha

Some features on this profile are disabled
CRD#: 2996642
OA

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Omer Mohamed Ali-taha, who also goes by Omer Mohamed Alit-aha, Omer Mohamed Alitaha, Omer Alitahamohamed, was a registered financial professional .

Omer is a previously registered financial professional and started their career in finance in 1998. Omer had worked at 7 firms and has passed the Series 66, Series 63, Series 65, SIE, Series 7 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Omer Mohamed Alit-Aha | Omer Mohamed Alitaha | Omer Alitahamohamed

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

July 12, 2018 - December 31, 2019

FAIRFAX WEALTH, LLC

RIA
CRD#: 297108
SPRINGFIELD, VA
Past

May 6, 2016 - October 31, 2017

BB&T INVESTMENT SERVICES, INC.

RIA
CRD#: 33856
STAFFORD, VA
Past

May 6, 2016 - October 31, 2017

BB&T INVESTMENT SERVICES, INC.

BD
CRD#: 33856
STAFFORD, VA
Past

May 3, 2016 - May 3, 2016

BB&T INVESTMENT SERVICES, INC.

RIA
CRD#: 33856
STAFFORD, VA
Past

October 22, 2014 - April 29, 2016

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
Fairfax, VA
Past

October 22, 2014 - April 29, 2016

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
Fairfax, VA
Past

May 19, 2003 - October 9, 2014

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
ARLINGTON, VA
Past

May 26, 2000 - October 9, 2014

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
ARLINGTON, VA
Past

October 1, 1999 - May 26, 2000

CRESTAR SECURITIES CORPORATION

BD
CRD#: 17464
RICHMOND, VA
Past

August 17, 1998 - October 11, 1999

FIRST UNION BROKERAGE SERVICES, INC.

BD
CRD#: 8112
CHARLOTTE, NC
Past

January 22, 1998 - June 1, 1998

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA

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

State Security Law Exam
RR
IAR
Series 66
Date: 5/17/2003
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/13/1998
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 3/11/1998
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/31/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/16/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 10/26/2005
Investment Company Products/Variable Contracts Principal Examination

Current Firm

FW
FAIRFAX WEALTH, LLC
FAIRFAX WEALTH, LLC

CRD#: 297108 / SEC#:

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Contact information

Main Address
5535 Hempstead Way, Springfield, VA 22151
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

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

FAIRFAX WEALTH, LLC

CRD#: 297108

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