Joseph A. Omalley
Professional summary
Joseph Andrew Omalley, who also goes by Joe O'malley, Joseph Andrew O'malley, Joseph Andrew Omalley, Joseph Omalley, Zelent, is a registered financial professional currently at MILLIMAN INVESTMENT MANAGEMENT SERVICES LLC located in Chicago, Illinois.
Joseph is registered as a RR (Registered Representative) and started their career in finance in 2001. Joseph has worked at 6 firms and has passed the Series 66, Series 79TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Joseph Andrew Omalley's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 3, 2026 - Present
MILLIMAN INVESTMENT MANAGEMENT SERVICES LLC
Office #1: 71 S. Wacker Drive 31st Floor, Chicago, IL 60606March 11, 2021 - January 6, 2026
INVESCO DISTRIBUTORS, INC.
June 14, 2010 - January 6, 2026
INVESCO ADVISERS, INC.
June 1, 2010 - May 10, 2016
INVESCO DISTRIBUTORS, INC.
February 19, 2007 - March 10, 2021
INVESCO CAPITAL MARKETS, INC.
February 14, 2007 - August 6, 2010
VAN KAMPEN ADVISORS INC
May 30, 2001 - December 31, 2005
CETERA WEALTH SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
MILLIMAN INVESTMENT MANAGEMENT SERVICES LLC
CRD#: 292521 / SEC#: , 8-70078
Contact information
FINRA licenses (49 States and Territories)
Documents
Red Flags
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