Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oscar? Claim Your ProfileOscar Silvino Robles is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Oscar has been in the industry since 2008 and has a wide range of experience serving individual and institutional clients. Prior to joining Merrill Lynch, Oscar worked at MetLife Securities Inc. and Bank of America, N.A.. Oscar is also a registered investment advisor and holds several licenses including Series 7, 6, 63, 65, 9, and 10. Oscar specializes in helping clients with financial planning, portfolio management, and pension consulting. Oscar is committed to providing his clients with personalized financial advice and guidance 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CA
08/17/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SANTA ROSA CA)
CA
12/17/2007 - 12/01/2015
METLIFE SECURITIES INC. (WALNUT CREEK CA)
IA
Issued 02/09/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/03/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/14/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Oscar Robles is the right advisor for you? Invested Better is here to help.
