Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Osmar? Claim Your ProfileOsmar Tavares is a financial advisor at Osaic Wealth, Inc. with 22 years of experience in the financial industry. Osmar holds a Series 66, Series 7, and SIE license, and has been registered with FINRA since 2001. Osmar has worked for several financial institutions in the past, including Signator Investors, Inc. and Transamerica Financial Advisors, Inc. He has experience providing a range of financial services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Osmar specializes in working with individuals, high net worth individuals, businesses, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.
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.
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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2
FL
11/02/2018 - Present
Osaic Wealth, Inc. (ST. PETERSBURG FL)
FL
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (SAINT PETERSBURG FL)
FL
02/23/2001 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (SAINT PETERSBURG FL)
BOTH
Issued 08/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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