Unclaimed
Oscar L Garner is a financial advisor registered with Raymond James & Associates, Inc., and has been in the financial services industry for 3 years. Oscar is a licensed investment advisor in Florida and has obtained the Series 7TO, SIE, and Series 66 securities licenses. Oscar specializes in providing financial planning and investment management services to individuals, businesses, high-net-worth individuals, charitable organizations, and corporations. Oscar has worked at Raymond James & Associates, Inc., since 2021. Previously, Oscar has held positions at Michigan State University, Bloomfield Hills Schools, Oakland Hills Country Club, Altria, and Michigan State University Finance Department. Oscar's professional experience makes him well-equipped to advise clients on a wide range of financial matters.
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.
Please see note in schedule d - miscellaneous
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
FL
01/01/2025 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
BOTH
Issued 12/01/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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