Omar Maslic
Investment adviser representative at Cetera Investment Advisers LLC
16 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Cetera Investment Advisers LLCOct 2023 to now
- Cetera Investment Services LLCJun 2023 to now
- Meriwest Wealth AdvisorsJun 2023 to now
- PNC InvestmentsAug 2021 to now
- Bbva Securities Inc.May 2013 to Aug 2021
- Bbva Compass Insurance Agency, Inc.Apr 2010 to Aug 2021
- Compass BankApr 2010 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4413924
- Firm CRD
- 105644