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Omar M. Hatab

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CRD#: 5647231
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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.

Omar Mohamed Hatab, who also goes by Omar Mohamed Hatab, was a registered financial professional .

Omar is a previously registered financial professional and started their career in finance in 2009. Omar had worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Omar Mohamed Hatab

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 9, 2015 - August 21, 2015

RESOURCE SECURITIES LLC

BD
CRD#: 133022
PHILADELPHIA, PA
Past

December 9, 2014 - July 2, 2015

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
CORAL GABLES, FL
Past

November 24, 2014 - July 2, 2015

TD AMERITRADE, INC.

RIA
CRD#: 7870
CORAL GABLES, FL
Past

November 24, 2014 - July 2, 2015

TD AMERITRADE, INC.

BD
CRD#: 7870
CORAL GABLES, FL
Past

January 29, 2014 - October 23, 2014

TD AMERITRADE, INC.

RIA
CRD#: 7870
CORAL GABLES, FL
Past

January 29, 2014 - October 23, 2014

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
CORAL GABLES, FL
Past

December 26, 2013 - October 23, 2014

TD AMERITRADE, INC.

BD
CRD#: 7870
CORAL GABLES, FL
Past

September 30, 2010 - November 18, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
FORT LAUDERDALE, FL
Past

September 30, 2010 - November 18, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
FORT LAUDERDALE, FL
Past

May 14, 2010 - July 29, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
PENNINGTON, NJ
Past

March 17, 2010 - July 29, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
PENNINGTON, NJ
Past

June 16, 2009 - December 23, 2009

JOHN THOMAS FINANCIAL

BD
CRD#: 40982
NEW YORK, NY

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: 4/7/2010
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


RS
RESOURCE SECURITIES LLC
CHADWICK SECURITIES, INC. | RESOURCE SECURITIES, INC. | RESOURCE SECURITIES LLC

CRD#: 133022 / SEC#: , 8-66669

BD
Terminated by SEC on 12/29/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 08/01/2017
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
RAI VENTURES LLCSOLE SHAREHOLDER
BLOCK, LAWRENCE STEVENPRESIDENT, CHIEF COMPLIANCE OFFICER AND AML COMPLIANCE OFFICER3006613

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


RESOURCE SECURITIES LLC

CRD#: 133022

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