Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oscar? Claim Your ProfileOscar Miguel Mejia is a financial advisor with Independent Financial Partners. Oscar has been in the financial services industry since August 2008. Oscar holds the Series 7, 24, 27, 66, 79TO, 99TO and SIE licenses. Oscar specializes in financial planning, pension consulting, and portfolio management for 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.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
05/19/2022 - Present
Independent Financial Partners (TAMPA FL)
FL
08/28/2008 - 05/16/2022
VECTORGLOBAL WMG (MIAMI FL)
BOTH
Issued 04/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2018
Series 24 - General Securities Principal Examination
BC
Issued 05/15/2012
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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