Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oscar? Claim Your ProfileOscar Cruz is a financial professional with PFS Investments Inc. Oscar has been in the industry since November 2018 and is registered in Texas. Oscar holds the Series 6, Series 26 and Series 63 licenses. Oscar primarily serves individuals, high-net-worth individuals, charitable organizations, and corporations or other businesses.
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.
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.
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TX
11/26/2018 - Present
PFS Investments Inc. (HOUSTON TX)
BC
Issued 03/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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