Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oscar? Claim Your ProfileOscar Sasson is a financial advisor with over 28 years of experience in the industry. Oscar is currently registered with Valley Wealth Strategies, LLC and has been with the firm since October 2017. Oscar has a wide range of experience in the financial services industry, including working with National Planning Corporation and Aragon Financial Services, Inc. Oscar is a registered representative in 18 states, including California, Arizona, and Texas, and is also a registered investment advisor in California. Oscar provides investment advisory services through Valley Wealth Strategies, LLC. Oscar specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. Oscar is also a registered investment advisor in California.
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.
Helps you choose top advisors aligned with your financial goals.
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
01/04/2018 - Present
Valley Wealth Strategies, LLC (Menlo Park CA)
CA
12/18/1998 - 11/29/2017
NATIONAL PLANNING CORPORATION (MENLO PARK CA)
CA
04/19/1994 - 12/18/1998
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
CT
04/24/1996 - 08/19/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CA
09/14/1990 - 03/28/1994
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
Issued 02/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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