Omar Pereira
Omar Pereira is a registered investment advisor at Atlantis Investment Coaching, LLC, based in San Juan, PR, with 18 years of industry experience. Omar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 107 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Consultations - Negotiable hourly fee up to $300 per hour, or a fixed fee of up to $500 per consultation.
- Financial analyses or plans - Flat fee ranging from $500 to $5,000.
Location
District View the Work Place, 450 Ave De La Constitucion Ste 200, San Juan, PR, 00901-2317
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Omar owns a self-proprietorship selling life and disability insurance and fixed annuities. He also manages rental property, is President/CEO of Earthshine Corp, office manager for a medical practice, and VP of Seanergy Group LLC, dedicating minimal time to some and about 10-20% of his time to others.
Employment History
Current Registrations
Atlantis Investment Coaching, LLC
State Registrations2 states
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