Unclaimed
Oscar Barnes is a financial professional with over 10 years of experience in the financial services industry. Oscar currently works at Tiaa-Cref Individual & Institutional Services, LLC where Oscar provides financial advice. Oscar is a registered representative and holds the Series 6, Series 63, and SIE 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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
01/27/2011 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
BC
Issued 02/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Oscar Barnes is the right advisor for you? Invested Better is here to help.