Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oscar? Claim Your ProfileOscar Issac MacHado unzueta is a financial professional with over seven years of experience in the industry. Oscar is currently registered with MML Investors Services, LLC, and has been with the firm since February 2024. Prior to joining MML Investors Services, LLC, Oscar held positions with other firms, including HORNOR, TOWNSEND & KENT, LLC, Equitable Distributors, LLC, Jackson National Life Distributors LLC, NYLIFE Securities LLC, Allstate Financial Services, LLC and PFS Investments Inc. Oscar holds a Series 6, Series 26 and Series 63 license and has also passed the SIE exam. Oscar's areas of expertise include portfolio management for individuals and businesses, financial planning, pension consulting and asset allocation programs.
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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
GA
02/22/2024 - Present
MML Investors Services, LLC (Peachtree Corners GA)
VA
08/09/2023 - 02/01/2024
HORNOR, TOWNSEND & KENT, LLC (COLONIAL HEIGHTS VA)
NC
02/19/2021 - 05/13/2022
EQUITABLE DISTRIBUTORS, LLC (Charlotte NC)
TN
06/18/2018 - 02/22/2021
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
GA
04/02/2018 - 06/04/2018
NYLIFE SECURITIES LLC (ATLANTA GA)
GA
07/20/2017 - 10/17/2017
ALLSTATE FINANCIAL SERVICES, LLC (Lilburn GA)
GA
01/01/2015 - 07/24/2017
PFS INVESTMENTS INC. (LAWRENCEVILLE GA)
BC
Issued 01/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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