Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Argenis? Claim Your ProfileArgenis Biscardi melendez is an Investment Advisor Representative associated with Osaic Wealth, Inc. Argenis has been in the financial industry since 2020 and has a Series 7, 63, and 66 license. Argenis is also a Chartered Financial Consultant. Argenis is registered to offer investment advisory services in California and Texas. In addition to working at Osaic Wealth, Argenis is also the founder of Financially Arise Wealth & Investment Management and is a financial advisor at Pacific Financial Partners. Argenis has experience in financial planning, Wealth and investment advisory, and life insurance and annuity.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
06/23/2023 - Present
Osaic Wealth, Inc. (LAFAYETTE CA)
CA
07/31/2020 - 11/14/2022
NYLIFE SECURITIES LLC (CONCORD CA)
BC
Issued 08/21/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/31/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/25/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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