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Omar Berrocal

Licenses

Life insurance
Series 6
Series 63

Contact details

Phone: 734.252.6066
Email: omar@parsonex.com
Directions

Registered Representative

I was born in Peru and came to the United States of America in 2000. I have been in the financial industry since 2004.

As your Financial coach, I am committed to working in partnership with you, putting your needs first and embracing your goals as my own. Whether it’s planning your retirement, funding your child’s education or building personal wealth, I will work to formulate financial strategies designed to help you pursue your goals.

I believe in building long-term client relationships. I take the time to listen to you, fully understand your unique financial needs and goals, and work with you to develop a personalized financial strategy to help you make appropriate financial choices for today and the future. In addition, I will monitor your progress and assist you in modifying your plan as new goals, strategies or life situations arise.

Drawing upon Parsonex’s extensive resources and capabilities, I can help you address all aspects of your financial life.

Feel free to contact me for a confidential conversation by calling (734) 252.6066 or by e-mailing: omar@parsonex.com.

Specialties: Retirement income planning, 401k, 403b, Roth IRA, and wealth building, securities


FINRA Broker Check

Copyright © 2007 - 2021 Parsonex Securities, Inc. All rights reserved. Member FINRA / SIPC. This site is designed for U.S. residents only. Parsonex Securities’ financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the products and services mentioned are available in every state.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider the investment objectives, risks, charges and expenses of each fund. This and other important information is contained in each fund's prospectus and summary prospectus, which can be obtained from a financial professional and should be read carefully before investing. Parsonex Financial Services is the marketing name for Parsonex Securities and affiliates. Securities offered through Parsonex Securities, Inc. Member FINRA / SIPC. 8310 S. Valley Highway, Suite 110, Englewood, CO 80112, 303-662-8700.

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