Omar Shalabi, Cfp®
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Omar Shalabi, Cfp® Email & Phone Number

Financial Advisor, CFP® at Peak Brokerage Services
Location: Columbia, South Carolina Metropolitan Area, United States 4 work roles 2 schools
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Current company
Peak Brokerage Services
Role
Financial Advisor, CFP®
Location
Columbia, South Carolina Metropolitan Area, United States
Company size
29 employees

Who is Omar Shalabi, Cfp®? Overview

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Quick answer

Omar Shalabi, Cfp® is listed as Financial Advisor, CFP® at Peak Brokerage Services, a with 29 employees, based in Columbia, South Carolina Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Omar Shalabi, Cfp®.

Omar Shalabi, Cfp® previously worked as Financial Advisor, CFP® at Summit Brokerage Services, Inc. and Financial Advisor at Carolina First Securities. Omar Shalabi, Cfp® holds Bachelor Of Science (Bs), Finance from University Of South Carolina - The Moore School Of Business.

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Email format at Peak Brokerage Services

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Peak Brokerage Services

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Profile bio

About Omar Shalabi, Cfp®

I am a trusted Financial Planner specializing in wealth accumulation and retirement solutions. As a Certified Financial Planner, my expertise is in financial planning, taxes, insurance, estate and retirement planning, including 401ks.

Current workplace

Omar Shalabi, Cfp®'s current company

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Peak Brokerage Services
Peak Brokerage Services
Financial Advisor, CFP®
palm beach gardens, florida, united states
Website
peakbrokerageservices.com
Employees
29
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4 roles

Omar Shalabi, Cfp® work experience

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Financial Advisor, Cfp®

Summit Brokerage Services, Inc.

Columbia, South Carolina Area

Omar Shalabi is an independent Registered Representative with securities offered through Summit Brokerage Services, Inc., Member FINRA, SIPC. Advisory services offered through Summit Financial Group Inc., a Registered Investment Advisor.( www.finra.org and www.sipc.org ) The Representative associated with this site is registered to conduct business in the following states FL, GA, NC, NJ, SC, AND VA. The opinions voiced in this material are for general information only and… Show more Omar Shalabi is an independent Registered Representative with securities offered through Summit Brokerage Services, Inc., Member FINRA, SIPC. Advisory services offered through Summit Financial Group Inc., a Registered Investment Advisor.( www.finra.org and www.sipc.org ) The Representative associated with this site is registered to conduct business in the following states FL, GA, NC, NJ, SC, AND VA. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. This material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. Show less

Nov 2010 - Apr 2018

Financial Advisor

Carolina First Securities
Nov 1998 - Oct 2010
Team & coworkers

Colleagues at Peak Brokerage Services

Other employees you can reach at peakbrokerageservices.com. View company contacts for 29 employees →

DC David C. Malone David C. Malone Colleague at Peak Brokerage ServicesSt Louis, Missouri, United States View → SB Steven Burton Steven Burton Colleague at Peak Brokerage ServicesNorth Palm Beach, Florida, United States View → PT Pratiksha Tare Pratiksha Tare Colleague at Peak Brokerage ServicesBhiwandi, Maharashtra, India View → AM Amber Murray Amber Murray Colleague at Peak Brokerage ServicesNorth Palm Beach, Florida, United States View → KC Katie Catalano, M.S., Cams Katie Catalano, M.S., Cams Colleague at Peak Brokerage ServicesWest Palm Beach, Florida, United States View → EF Evan Fenelus Evan Fenelus Colleague at Peak Brokerage ServicesWest Palm Beach, Florida, United States View → MM Michael Manning, Cltc Michael Manning, Cltc Colleague at Peak Brokerage ServicesJupiter, Florida, United States View → PB Peak Brokerage Services Peak Brokerage Services Colleague at Peak Brokerage ServicesJupiter, Florida, United States View → DO Dennis O'Connor Dennis O'Connor Colleague at Peak Brokerage ServicesNorthport, New York, United States View → BD Brittany Dirnberg Brittany Dirnberg Colleague at Peak Brokerage ServicesWest Palm Beach, Florida, United States View →
2 education records

Omar Shalabi, Cfp® education

Education record

Berea High School
FAQ

Frequently asked questions about Omar Shalabi, Cfp®

Quick answers generated from the profile data available on this page.

What company does Omar Shalabi, Cfp® work for?

Omar Shalabi, Cfp® works for Peak Brokerage Services.

What is Omar Shalabi, Cfp®'s role at Peak Brokerage Services?

Omar Shalabi, Cfp® is listed as Financial Advisor, CFP® at Peak Brokerage Services.

Where is Omar Shalabi, Cfp® based?

Omar Shalabi, Cfp® is based in Columbia, South Carolina Metropolitan Area, United States while working with Peak Brokerage Services.

What companies has Omar Shalabi, Cfp® worked for?

Omar Shalabi, Cfp® has worked for Peak Brokerage Services, Summit Brokerage Services, Inc., Carolina First Securities, and A.G. Edwards.

Who are Omar Shalabi, Cfp®'s colleagues at Peak Brokerage Services?

Omar Shalabi, Cfp®'s colleagues at Peak Brokerage Services include David C. Malone, Steven Burton, Pratiksha Tare, Amber Murray, and Katie Catalano, M.S., Cams.

How can I contact Omar Shalabi, Cfp®?

You can use AeroLeads to view verified contact signals for Omar Shalabi, Cfp® at Peak Brokerage Services, including work email, phone, and LinkedIn data when available.

What schools did Omar Shalabi, Cfp® attend?

Omar Shalabi, Cfp® holds Bachelor Of Science (Bs), Finance from University Of South Carolina - The Moore School Of Business.

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