Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oracio? Claim Your ProfileOracio Cappello is a financial advisor who has been in the industry since 1996. Oracio is currently registered with Park Avenue Securities LLC and has previous experience with firms including Hornor, Townsend & Kent, LLC, ProEquities, Inc., BLC Financial Services, Inc., and Guardian Investor Services Corporation. Oracio specializes in financial planning, portfolio management for individuals, and educational seminars. Oracio's practice focuses on serving high-net-worth individuals, corporations, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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AZ
01/21/2025 - Present
Park Avenue Securities LLC (SCOTTSDALE AZ)
AZ
11/22/2013 - 05/03/2019
HORNOR, TOWNSEND & KENT, LLC (SCOTTSDALE AZ)
AZ
08/08/2011 - 11/20/2012
PROEQUITIES, INC. (PEORIA AZ)
IL
10/17/2008 - 12/31/2010
BLC FINANCIAL SERVICES, INC. (CHICAGO IL)
KS
05/03/1999 - 09/19/2008
PARK AVENUE SECURITIES LLC (OVERLAND PARK KS)
NY
04/18/1994 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BC
Issued 04/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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