Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oscar? Claim Your ProfileOscar Edwin Starnes is a financial advisor who has been in the industry for over 16 years. Oscar Starnes has a Series 7, Series 63, and Series 66 license and has worked for several financial institutions. Currently, Oscar Starnes is registered with Wells Fargo Clearing Services, LLC. His professional experience includes working for Constans Crescent Global LLC and Argent Securities Co. LLC. Oscar Starnes focuses on providing financial advice and portfolio management to a diverse range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
Investment consulting services to institutional clients
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
NC
11/30/2023 - Present
Wells Fargo Clearing Services, LLC (ASHEVILLE NC)
CA
11/05/2008 - 07/22/2011
CONSTANS CRESCENT GLOBAL LLC (RANCHO SANTA FE CA)
NC
02/22/2006 - 08/30/2007
ARGENT SECURITIES CO. LLC (CHAPEL HILL NC)
CT
07/21/2003 - 01/25/2006
MCMAHAN SECURITIES CO. L.P. (GREENWICH CT)
BOTH
Issued 03/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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