Unclaimed
Oscar Camarero is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Oscar has been in the industry for over 16 years. Oscar's experience includes previous employment with Wells Fargo Advisors, LLC, J.P. Morgan Securities LLC, CHASE INVESTMENT SERVICES CORP., HSBC SECURITIES (USA) INC. and WAMU INVESTMENTS, INC. Oscar holds FINRA Series 6, 7, 9, 63, and 66 licenses. Oscar is licensed in several states, including Arkansas, California, Colorado, Florida, Louisiana, New Mexico, Oklahoma, and Texas. Oscar's clients include individuals, high-net-worth individuals, corporations, pension and profit sharing plans, 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
04/10/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FRISCO TX)
CA
11/01/2013 - 09/14/2016
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
CA
10/01/2012 - 11/05/2013
J.P. MORGAN SECURITIES LLC (ESCONDIDO CA)
CA
02/02/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ESCONDIDO CA)
CA
03/24/2010 - 11/16/2010
HSBC SECURITIES (USA) INC. (CHULA VISTA CA)
CA
05/02/2009 - 03/08/2010
CHASE INVESTMENT SERVICES CORP. (CALEXICO CA)
CA
11/14/2005 - 05/02/2009
WAMU INVESTMENTS, INC. (EL CENTRO CA)
BOTH
Issued 02/15/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/11/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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