Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oscar? Claim Your ProfileOscar M. Melian is a financial advisor who has been in the industry since 1991. Oscar is currently registered with Insigneo Advisory Services, LLC and has been with the firm since November 2016. Oscar also previously worked at Wells Fargo Advisors, LLC, Prudential Securities Incorporated, Dean Witter Reynolds Inc. and A. G. Edwards & Sons, Inc. Oscar is a Series 3, Series 7, and Series 63 licensed professional. Oscar provides a variety of advisory services to clients including portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. Oscar also provides consolidation of financial reports and consulting services to clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consolidation of financial reports and consulting services
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.
Rebates/trailer fees
1
2
FL
11/07/2016 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
FL
07/01/2003 - 11/01/2016
WELLS FARGO ADVISORS, LLC (CORAL GABLES FL)
NY
05/24/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
12/08/1995 - 05/25/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MO
02/28/1991 - 10/30/1995
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 12/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1991
Series 7 - General Securities Representative Examination
BC
Issued 10/02/1986
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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