Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oscar? Claim Your ProfileOscar Rene Salgado is a financial advisor with Kestra Advisory Services, LLC. Oscar has been in the financial services industry since 2016. Oscar has experience in various areas of finance, including portfolio management, financial planning, and investment advisory services. Oscar has worked with a variety of clients, including individuals, high-net-worth individuals, businesses, and retirement plans. Oscar has a strong understanding of the financial markets and is committed to providing his clients with personalized advice and strategies to help them 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.
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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TX
06/17/2022 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
KY
10/25/2021 - 05/03/2022
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
MD
02/19/2019 - 09/22/2021
MORGAN STANLEY (Rockville MD)
MD
05/23/2018 - 10/19/2018
FORESIDE FUND SERVICES, LLC (BETHESDA MD)
MD
08/16/2017 - 03/09/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
MD
09/09/2016 - 06/15/2017
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BOTH
Issued 10/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/09/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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