Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oscar? Claim Your ProfileOscar Omar Lopez is a financial advisor with over 30 years of experience in the industry. Oscar is registered with Commonwealth Financial Network and holds the Series 63, Series 7, Series 8, Series 9, Series 10, Series 31 and SIE licenses. Oscar also holds the Certified Financial Planner designation and is a co-owner of Tejas Financial Advisor, LLC. Commonwealth Financial Network is a Registered Investment Advisor that has provided investment and financial planning services to a wide range of clients, including individuals, corporations, trusts, and charitable organizations, for over 30 years. Commonwealth Financial Network is committed to providing its advisors with the resources and support they need to help their 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
11/04/2016 - Present
Commonwealth Financial Network (Laredo TX)
TX
01/01/2008 - 11/07/2016
WELLS FARGO ADVISORS, LLC (LAREDO TX)
TX
10/26/1984 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LAREDO TX)
BC
Issued 10/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/31/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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