Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oscar? Claim Your ProfileOscar Hurtado is a financial advisor with over 30 years of experience in the industry. Oscar is currently registered with Morgan Stanley and has previously held positions at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, KEOGLER, MORGAN & COMPANY, INC., and CARILLON INVESTMENTS, INC.. Oscar holds licenses for both securities and investment advising, and has a diverse range of experience working with clients from various backgrounds, including high-net-worth individuals, corporations, and charitable organizations.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
LA
04/23/2020 - Present
Morgan Stanley (Baton Rouge LA)
LA
10/18/1994 - 04/05/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BATON ROUGE LA)
GA
09/03/1991 - 09/28/1994
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
OH
10/19/1989 - 09/13/1991
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
OH
07/20/1989 - 09/23/1989
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
IA
Issued 11/25/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1991
Series 7 - General Securities Representative Examination
BC
Issued 07/19/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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