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Oscar J Isoba

Brookfield Oaktree Wealth Solutions LLC

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About Oscar J Isoba

Oscar Isoba is a financial advisor currently registered with Brookfield Oaktree Wealth Solutions LLC. Oscar has been in the financial services industry since 1997 and has held previous positions with Nuveen Securities, LLC and AllianceBernstein Investments, Inc. Oscar holds Series 6, 7 and 66 licenses. Oscar is currently registered in Arizona, California, Florida, Louisiana, New York, Puerto Rico, and Texas.

Firm Information

Oscar Isoba is currently registered with Brookfield Oaktree Wealth Solutions LLC. Brookfield Oaktree Wealth Solutions LLC is a Limited Liability Company formed on February 4, 2021. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Oscar Isoba’s Registration & Firm History

NY

05/10/2022 - Present

Brookfield Oaktree Wealth Solutions LLC (New York NY)

FL

08/03/2010 - 04/25/2022

NUVEEN SECURITIES, LLC (Miami FL)

FL

10/01/1997 - 07/14/2010

ALLIANCEBERNSTEIN INVESTMENTS, INC. (MIAMI FL)

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Licenses & Designations

BOTH

Issued 12/13/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/05/2004

Series 7 - General Securities Representative Examination

BC

Issued 09/09/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Oscar J Isoba.
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