Ameriprise Financial Services
47yrs
Top advisor by experience in Beaumont
19yrs
Omar Bitar
Financial advisor at Ameriprise Financial Services
Omar Bitar has worked in the financial industry for 19 years and is a fiduciary financial advisor based in Beaumont, Texas. Omar has been with Ameriprise Financial Services since 2024; before that, Omar spent nine years at UBS Financial Services and six years at Morgan Stanley. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 125 advisors with offices in Beaumont, and one of 120 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 64% of advisors in Texas
Office2615 Calder Ave Suite 150, Beaumont, TX 77702
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowAmeriprise Financial Services, LLCCurrent firm
- 2015 – 2024UBS Financial Services Inc.Previously
- 2009 – 2015Morgan StanleyPreviously
- Aug 2007 – Jun 2009Citigroup Global Markets Inc.Previously
Contact Omar
Local office(409) 813-6485Ask for Omar. (612) 671-3131Main office · Minneapolis, MN 2615 Calder Ave Suite 150Beaumont, TX 77702Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Omar
Tailored to Omar’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Omar
How do I contact Omar?
Call Omar’s local office at (409) 813-6485 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Omar Bitar.
How long has Omar been a financial advisor?
Omar has been in the industry since 2007, about 19 years. More experience than 64% of advisors in Texas.
What licenses does Omar hold?
Series 66. Tap any license on this page to see what it allows.
Is Omar a fiduciary?
Omar is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Omar paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Omar for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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