Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oscar? Claim Your ProfileOscar Varela is a financial advisor with Transamerica Retirement Advisors, LLC. Oscar has been in the industry since 2013 and holds the Series 6, Series 63, and Series 65 licenses. Oscar has experience in the financial industry with a focus on working with individual investors, corporations, and retirement plans. Oscar has worked with firms such as Cambridge Investment Research, Inc., Principal Securities, Inc., Lockton Financial Advisors, LLC, and Hub International Investment Services, Inc. Oscar is registered to provide investment advice 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
CA
02/05/2020 - Present
Transamerica Retirement Advisors, LLC (Los Angeles CA)
CA
02/03/2017 - 02/15/2018
LOCKTON FINANCIAL ADVISORS, LLC (LOS ANGELES CA)
CA
11/10/2016 - 02/02/2017
PRINCIPAL SECURITIES, INC. (GLENDALE CA)
CA
01/08/2015 - 10/19/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (SAN DIEGO CA)
MO
01/02/2015 - 10/13/2016
HUB INTERNATIONAL INVESTMENT SERVICES INC. (KANSAS CITY MO)
CA
10/02/2014 - 01/20/2015
LPL FINANCIAL LLC (SAN MATEO CA)
CA
03/22/2013 - 10/23/2014
FINANCIAL TELESIS INC (SAN MATEO CA)
IA
Issued 12/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Oscar Varela is the right advisor for you? Invested Better is here to help.
