Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oscar? Claim Your ProfileOscar Lazcano is a registered representative with Principal Advised Services. Oscar has been in the financial industry since 2024. Oscar is licensed in all 50 states and is a Registered Investment Advisor (RIA). Oscar also holds the Series 66, Series 7TO, and SIE licenses. Oscar has experience in providing retirement consulting and financial advice to clients. Oscar specializes in providing investment advice for retirement plan participants and offering investment advice to individuals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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CA
09/18/2024 - Present
Principal Advised Services (Van Nuys CA)
AZ
10/18/2023 - 06/18/2024
EQUITABLE ADVISORS, LLC (SCOTTSDALE AZ)
BOTH
Issued 11/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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