Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oscar? Claim Your ProfileOscar Obed Bahena del angel is a financial advisor at Fidelity Personal And Workplace Advisors. Oscar Obed Bahena del angel is a Registered Representative and Investment Advisor Representative. Oscar Obed Bahena del angel has been in the financial industry since 2018. Oscar Obed Bahena del angel has a Series 7TO and Series 63 license. Oscar Obed Bahena del angel works with high-net-worth individuals, corporations, charitable organizations and pension and profit sharing plans.
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.
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.
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.
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CA
06/12/2023 - Present
Fidelity Personal AND Workplace Advisors (RANCHO CUCAMONGA CA)
CA
05/05/2021 - 03/23/2022
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CA
05/05/2021 - 03/23/2022
CETERA ADVISORS LLC (EL SEGUNDO CA)
CA
05/05/2021 - 03/23/2022
CETERA FINANCIAL SPECIALISTS LLC (EL SEGUNDO CA)
CA
05/05/2021 - 03/23/2022
CETERA INVESTMENT SERVICES LLC (EL SEGUNDO CA)
CA
05/05/2021 - 03/23/2022
FIRST ALLIED SECURITIES, INC. (EL SEGUNDO CA)
BOTH
Issued 06/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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