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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ismael? Claim Your ProfileIsmael G. Campos is an Investment Advisor Representative at Osaic Wealth, Inc. Ismael has been in the industry for over 10 years and holds Series 6, 7, 63, 65, and SIE licenses. Ismael has a wide range of experience in financial planning, portfolio management, and insurance. Ismael is committed to providing his clients with the highest level of personalized service. Ismael is registered to provide services in California, Indiana, Nebraska, Oregon, South Dakota, Texas, and Washington. Ismael is also registered to provide investment advisory services in Texas and Washington.
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
WA
07/20/2022 - Present
Osaic Wealth, Inc. (KENNEWICK WA)
WA
07/21/2021 - 07/22/2022
LPL FINANCIAL LLC (KENNEWICK WA)
WA
05/12/2014 - 07/21/2021
WADDELL & REED (KENNEWICK WA)
WA
03/05/2012 - 05/29/2014
RBC CAPITAL MARKETS, LLC (RICHLAND WA)
IA
Issued 05/18/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/28/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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