Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cisar? Claim Your ProfileCisar Ocana is an investment advisor representative with Wells Fargo Clearing Services, LLC. Cisar has been in the industry since March 2008 and has a wide range of experience in financial services. Cisar holds the Series 7, 63, and 66 licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Florida. Cisar specializes in portfolio management for individuals and businesses. Cisar is also a registered investment advisor representative with the state of Texas. Cisar is committed to providing personalized financial advice to help clients achieve their 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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
05/17/2024 - Present
Wells Fargo Clearing Services, LLC (PALMETTO BAY FL)
FL
07/23/2014 - 05/18/2024
J.P. MORGAN SECURITIES LLC (MIAMI FL)
FL
03/21/2008 - 07/23/2014
FIDELITY BROKERAGE SERVICES LLC (AVENTURA FL)
BOTH
Issued 03/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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