Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oscar? Claim Your ProfileOscar Antonio Varoná is a financial advisor with over 25 years of experience in the industry. Oscar is currently registered with Osaic Wealth, Inc. in Miami, Florida. Previously, Oscar was a registered representative with Securities America, Inc., Sunset Financial Services, Inc., AXA Advisors, LLC, MONY Securities Corporation, and Washington Square Securities, Inc. Oscar specializes in providing financial advice to a diverse range of clients including individuals, corporations, charitable organizations, and pension and profit-sharing plans. Oscar holds the Series 6 and SIE securities licenses.
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
FL
06/14/2024 - Present
Osaic Wealth, Inc. (MIAMI FL)
FL
11/14/2014 - 06/14/2024
SECURITIES AMERICA, INC. (MIAMI FL)
FL
11/06/2007 - 11/14/2014
SUNSET FINANCIAL SERVICES, INC. (MIAMI FL)
FL
06/01/2005 - 10/19/2007
AXA ADVISORS, LLC (MIAMI FL)
NY
06/18/2003 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
CT
11/09/1998 - 06/13/2003
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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