Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oscar? Claim Your ProfileOscar Castellanos is an investment advisor representative at Provenance Wealth Advisors. Oscar has been in the financial industry since August 2000 and has a broad range of experience working with individuals, businesses, and trusts. Oscar specializes in financial planning, portfolio management, and non-variable insurance. Oscar is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 31, Series 63, and Series 65 licenses, as well as the SIE.
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.
Personalized portfolio management to meet individual financial objectives.
Portfolio consulting services
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.
1
2
FL
08/29/2023 - Present
Provenance Wealth Advisors (MIAMI FL)
FL
10/30/2017 - 08/25/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (MIAMI FL)
FL
02/13/2013 - 10/30/2017
RAYMOND JAMES & ASSOCIATES, INC. (CORAL GABLES FL)
FL
10/06/2009 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (CORAL GABLES FL)
FL
03/23/2007 - 10/07/2009
COLONIAL BROKERAGE, INC. (MIAMI FL)
FL
01/15/2002 - 03/26/2007
CITICORP INVESTMENT SERVICES (CORAL GABLES FL)
CA
08/11/2000 - 01/03/2002
WM FINANCIAL SERVICES, INC. (IRVINE CA)
IA
Issued 10/28/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 08/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Oscar Castellanos is the right advisor for you? Invested Better is here to help.
