Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Camarillo is an investment advisor representative at Osaic Wealth, Inc., a firm with a focus on providing financial planning, pension consulting, and educational seminars to individuals, businesses, and charitable organizations. Carlos has over 20 years of experience in the financial services industry and is registered with the state of Texas. Carlos is also a registered representative with Royal Alliance Associates, Inc. and has held positions with several other companies, including Summit Electric Supply and Consolidated Electrical Distributors. In addition to his advisory services, Carlos is also an agent for Platinum Wealth Solutions of Texas LLC and Gallagher Benefit Services, Inc. Carlos is a dedicated professional who is committed to helping his clients achieve their financial goals.
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
TX
12/06/2018 - Present
Osaic Wealth, Inc. (SAN ANTONIO TX)
TX
09/12/2018 - 11/02/2018
SIGNATOR INVESTORS, INC. (SAN ANTONIO TX)
BOTH
Issued 11/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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