Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oscar? Claim Your ProfileOscar Colon is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., with over 6 years of experience in the financial services industry. Oscar has a Series 7, Series 66, and SIE license and is registered in over 50 states. In addition to his brokerage activities, Oscar Colon is also an Investment Advisor Representative and is registered in several states as an Investment Advisor. Oscar Colon has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since February 2016. Oscar Colon has been employed at several companies in the New York area including Bank of America, N.A., Modell's Sporting Goods, Walgreens, and Bronx Center for Nursing and Rehabilitation. Oscar Colon has demonstrated experience serving individuals, high-net-worth individuals, corporations, insurance companies, charitable organizations, pension plans, and government entities.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
02/27/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BRONX NY)
BOTH
Issued 01/31/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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