Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oscar? Claim Your ProfileOscar Mesorana colon is an investment advisor with Popular Securities, LLC. Oscar is registered with the state of Puerto Rico as an investment advisor representative. Oscar has been in the industry since 1999 and has worked with both CITIGROUP GLOBAL MARKETS INC. and DORAL SECURITIES, INC. Oscar holds Series 63, Series 65, Series 7 and SIE licenses. Oscar also manages accounts for individuals, businesses and pooled investment vehicles.
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.
A percentage of the total value of assets under management is charged.
12b-1 fees in money market product and referral fees
1
2
PR
06/10/2013 - Present
Popular Securities, LLC (SAN JUAN PR)
PR
09/27/2000 - 12/18/2007
CITIGROUP GLOBAL MARKETS INC. (SAN JUAN PR)
PR
05/25/1999 - 05/31/2001
DORAL SECURITIES, INC. (PUERTO NUEVO PR)
IA
Issued 08/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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