Omar Shaukat

Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2019 → 12/2022
  Principal Life Insurance Company
  Kalamazoo, MI
• 01/2019 → Present
  Prinicipal Securities Inc
  Kalamazoo, MI
• 09/2018 → 01/2019
  Unemployed
  Portage, MI
• 08/2016 → 08/2018
  Institute Of Business Administration
  Karachi
• 09/2019 → Present
  Crescent Wealth Strategies
  Kalamazoo, MI

Other Businesses

***Fixed Insurance; Investment Related; Kalamazoo, MI; Agent; Fixed Annuities, Life, DI, LTC, Group Benefits, Health; Start Date: 01/11/2019; 10 hrs per month; 10 during trading hours. VARSITY TUTORS POSITION: Tutor NATURE: Tutoring INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/05/2021 ADDRESS: 6714 Bunchberry Drive, Portage MI 49024, United States DESCRIPTION: Tutor to certain friends and families' children for various high school subjects.

Exams

• S66 Uniform Combined State Law Examination
  2019-01-31