Unclaimed
Oscar Dominguez is a financial advisor with over 7 years of experience in the industry. Oscar is currently registered with Osaic Wealth, Inc. in Valencia, CA and has previously been affiliated with FSC Securities Corporation and UnionBanc Investment Services, LLC. Oscar is a Series 6 and Series 63 licensed professional, and holds the SIE exam qualification. Oscar has a specialization in financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.
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.
1
2
CA
11/03/2023 - Present
Osaic Wealth, Inc. (VALENCIA CA)
CA
07/03/2020 - 11/03/2023
FSC SECURITIES CORPORATION (VALENCIA CA)
CA
05/18/2016 - 08/07/2018
UNIONBANC INVESTMENT SERVICES, LLC (SANTA CLARITA CA)
BC
Issued 04/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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