Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oscar? Claim Your ProfileOscar Mestre is a financial professional with over 37 years of experience in the financial services industry. Oscar is currently registered with MML Investors Services, LLC and has been with the firm since March 2017. Prior to that, Oscar was registered with MSI FINANCIAL SERVICES, INC. and NEW ENGLAND SECURITIES. Oscar holds the Series 7 and Series 63 licenses, along with the SIE certification. Oscar is also a Chartered Financial Consultant. In addition to his financial services experience, Oscar is also a registered agent for life, health, and disability insurance.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
03/25/2017 - Present
MML Investors Services, LLC (NEWTOWN SQUARE PA)
PA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEWTOWN SQUARE PA)
PA
03/30/1988 - 01/02/2015
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
NA
12/21/1983 - 04/07/1988
JANNEY MONTGOMERY SCOTT INC.
BC
Issued 01/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Oscar Mestre is the right advisor for you? Invested Better is here to help.
