Unclaimed
Oscar Orlando Silva is a financial advisor with Cetera Investment Advisers LLC. Oscar has been in the financial services industry since 2013. Oscar holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. In addition to Cetera Investment Advisers LLC, Oscar has been affiliated with LPL Financial LLC, BBVA Securities Inc., J.P. Morgan Securities LLC, and Chase Investment Services Corp. Oscar has experience working with individuals, high net worth individuals, corporations, businesses, pension plans, insurance companies, banking institutions, and charitable organizations. Oscar's areas of specialization include financial planning, pension consulting, selection of other advisors, and portfolio management.
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.
A percentage of the total value of assets under management is charged.
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2
TX
12/08/2023 - Present
Cetera Investment Advisers LLC (MISSION TX)
TX
08/01/2018 - 12/18/2023
LPL FINANCIAL LLC (MCALLEN TX)
TX
01/09/2014 - 08/23/2018
BBVA SECURITIES INC. (HIDALGO TX)
TX
10/01/2012 - 07/16/2013
J.P. MORGAN SECURITIES LLC (MCALLEN TX)
TX
07/10/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MCALLEN TX)
IA
Issued 12/2/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/8/2016
Series 7 - General Securities Representative Examination
BC
Issued 7/9/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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