Unclaimed
Oscar Manrique is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Oscar has been in the financial services industry for over 20 years and has a broad range of experience in providing investment advice to individuals and families. Oscar is registered with the Securities and Exchange Commission and is licensed in multiple states. Oscar is committed to helping clients achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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
10/14/2024 - Present
Wells Fargo Advisors Financial Network, LLC (STATEN ISLAND NY)
NY
05/29/2007 - 03/01/2010
CITIGROUP GLOBAL MARKETS INC. (STATEN ISLAND NY)
NY
05/31/2001 - 05/29/2007
CITICORP INVESTMENT SERVICES (STATEN ISLAND NY)
NJ
05/08/2000 - 04/09/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
10/12/1999 - 03/20/2000
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
BOTH
Issued 07/06/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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