Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oscar? Claim Your ProfileOscar Cortez is a registered representative with Bofa Securities, Inc., located in New York, NY. Oscar has been in the securities industry since June 30, 2017. Oscar holds the Series 63, SIE, and Series 79 securities licenses. Previously, Oscar was registered with MUFG Securities Americas Inc. and BTMU Securities, Inc.. Oscar's firm, Bofa Securities, Inc., provides various services including research-related services, publication of periodicals, and other services.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
NY
12/02/2022 - Present
Bofa Securities, Inc. (NEW YORK NY)
NY
04/01/2017 - 05/23/2022
MUFG SECURITIES AMERICAS INC. (NEW YORK NY)
NY
12/21/2016 - 04/01/2017
BTMU SECURITIES, INC. (New York NY)
BC
Issued 02/16/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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