OP
Omar Pereira
ATLANTIS INVESTMENT COACHING
San Juan, PR 00901-2317
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CRD#: 4517833
OP
Professional summary
Omar Pereira, who also goes by Omar Pereira-varela, is a registered financial advisor currently at ATLANTIS INVESTMENT COACHING, LLC located in San Juan, .
Omar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Omar has worked at 2 firms and has passed the Series 63, Series 66, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Omar Pereira-Varela
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.
INVESTMENT RELATED: OWNER OF OMAR PEREIRA VARELA, SELF-PROPRIETORSHIP, SALES OF LIFE AND DISABILITY INSURANCE AND FIXED ANNUITIES, DISTRICT VIEW THE WORKPLACE, 450 AVE DE LA CONSTITUCION STE 200, SAN JUAN, PR 00901, START DATE 4/30/2002, APROX. 3 HOURS/MONTH, NONE DURING SECURITIES TRADING HOURS NON-INVESTMENT RELATED: (1) MANAGING MEMBER OF SUNSHINE PROPERTY MANAGEMENT, LLC, URB GRAND PALM, A13 PALM BLVD, VEGA ALTA, PR 00692, PROPERTY MANAGEMENT, START DATE: 12/24/2007, APROX. 5 HOURS/MONTH, NONE DURING SECURITIES TRADING HOURS, MANAGE RENTAL OF ONE PROPERTY. (2) PRESIDENT AND CEO OF EARTHSHINE CORP., DISTRICT VIEW THE WORKPLACE, 450 AVE DE LA CONSTITUCION STE 200, SAN JUAN, PR 00901, START DATE 7/15/2008, ENERGY INFRASTRUCTURE DEVELOPMENT PRODUCTS AND SERVICES,RESPONSIBLE FOR OVERALL OPERATIONS, APROX. 16 HOURS/MONTH, OF WHICH APROX. 50% ARE DURING SECURITIES TRADING HOURS. (3) OFFICE MANAGER FOR CYNTHIA GALINALTIS, MD, PO BOX 722., DORADO, PR 00646, MEDICAL PRACTICE, SINCE 11/1/2008. RESPONSIBLE FOR ACCOUNTING, APROX. 8 HOURS/MONTH, NONE DURING SECURITIES TRADING HOURS. (4) VICE-PRESIDENT SEANERGY GROUP LLC., DISTRICT VIEW THE WORKPLACE, 450 AVE DE LA CONSTITUCION STE 200, SAN JUAN, PR 00901, AN ENERGY-RELATED PRODUCTS AND CONSULTING SERVICES FIRM, SINCE 11/2021, APROX. 16 HOURS/MONTH OF WHICH APROX. 50% ARE DURING SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Omar Pereira's 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®
NoneExperience
Current
November 30, 2007 - Present
ATLANTIS INVESTMENT COACHING, LLC
Office #1: District View The Work Place 450 Ave De La Constitucion Ste 200, San Juan, PR 00901-2317RIA
CRD#: 145416
San Juan, PR
Past
April 4, 2002 - November 28, 2007
OSAIC FS, INC.
BD
CRD#: 3870
VEGA ALTA, PR
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Puerto Rico(11/30/2007)
IAR
Texas(11/6/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
AI
ATLANTIS INVESTMENT COACHING, LLC
ATLANTIS INVESTMENT COACHING, LLC
CRD#: 145416 / SEC#:
Puerto Rico
Registered Investment Advisory firm - (11/30/2007 Approved)Texas
Registered Investment Advisory firm - (11/6/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
District View The Work Place 450 Ave De La Constitucion Ste 200, San Juan, PR 00901-2317
Mailing Address
Phone number
(787) 919-7314
Established
Firm type
Fiscal year end
# of Employees
4
Red Flags
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Company Information
ATLANTIS INVESTMENT COACHING, LLC
CRD#: 145416San Juan, PR 00901-2317TRUST BUT VERIFY
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