Omar T Hamid

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 08/2013 → 05/2019
  Mb Financial Bank
  Chicago, IL
• 06/2016 → 11/2017
  Cetera Investment Services Llc
  St. Cloud, MN
• 09/2016 → 11/2017
  Cetera Investment Advisors Llc
  Oakbrook, IL
• 11/2019 → 09/2021
  Ameriprise Financial Services, Inc.
  Lincolnwood, IL
• 05/2019 → 09/2019
  Fifth Third Bank (Formerly Known As Mb Financial)
  Chicago, IL
• 11/2019 → 09/2021
  Republic Bank Of Chicago
  Lincolnwood, IL
• 09/2021 → Present
  Charles Schwab & Co., Inc.
  Northbrook, IL
• 09/2021 → Present
  Charles Schwab Bank, Ssb
  Northbrook, IL

Previous Registrations

• 2020-01-03 → 2021-09-02
  Ameriprise Financial Services, Llc
  Lincolnwood, IL
• 2016-09-27 → 2017-11-17
  Cetera Investment Advisers Llc
  Oakbrook, IL
• 2008-04-08 → 2008-04-28
  Wamu Investments, Inc.
  Deerfield, IL
  Downers Grove, IL
• 2006-05-08 → 2007-01-24
  M.L. Stern & Co., Llc.
  Henderson, NV

Exams

• S66 Uniform Combined State Law Examination
  2024-05-06

Other Names

• Omar Hamid