Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oscar? Claim Your ProfileOscar Enrique Guevara is an active investment advisor representative with over 20 years of experience in the financial services industry. Oscar currently works for Bolton Securities Corp. Oscar has held previous positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.B. Oxford & Company. Oscar is registered in Florida, Ohio, and is licensed to provide securities advice in both the Broker-Dealer and Investment Advisor channels.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
08/04/2016 - Present
Bolton Securities Corp. (BOLTON MA)
FL
01/25/2002 - 07/20/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORAL GABLES FL)
CA
02/28/1997 - 01/30/2002
J.B. OXFORD & COMPANY (SHERMAN OAKS CA)
BOTH
Issued 05/20/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2001
Series 4 - Registered Options Principal Examination
BC
Issued 05/22/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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