Omar Pereira

ATLANTIS INVESTMENT COACHING

SAN JUAN, PR 00901-2317

CRD#: 4517833

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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.

The advisor shows no other business activity.

Blog Corner

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®

None

Experience

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 00901-2317

RIA

CRD#: 145416

SAN JUAN, PR

Past

April 4, 2002 - November 28, 2007

OSAIC FS, INC.

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/5/2007

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 4/10/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 4/3/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/2/2002

General Securities Principal Examination

Current Firm

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)

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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

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.

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Omar Pereira

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Omar Pereira's CRS (Customer Relationship Summary).

Certified licenses

Experience

ATLANTIS INVESTMENT COACHING, LLC

OSAIC FS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/5/2007

Series 66

Date: 4/10/2002

Series 7

Date: 4/3/2002

Series 24

Date: 7/2/2002

Current Firm

ATLANTIS INVESTMENT COACHING, LLC

Contact information

Documents

Red Flags

Company Information

ATLANTIS INVESTMENT COACHING, LLC

TRUST BUT VERIFY

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