Unclaimed
Osvaldo Cruz cintron is a financial professional who has been in the industry since 2002. Osvaldo is currently registered with Kovack Advisors, Inc., which is a firm with a strong focus on individual and business portfolio management. Prior to joining Kovack Advisors, Inc., Osvaldo worked with MML Investors Services, LLC, Signator Investors, Inc., AXA Advisors, LLC, and PFS Investments Inc. Osvaldo holds several licenses, including Series 7, 6, 24, 26, 51, and 66. Osvaldo's professional experience provides a broad understanding of the financial needs of individuals and businesses.
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.
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
PR
06/01/2018 - Present
Kovack Advisors, Inc. (San Juan PR)
PR
01/14/2016 - 03/29/2018
MML INVESTORS SERVICES, LLC (HATO REY PR)
PR
01/02/2004 - 01/13/2016
SIGNATOR INVESTORS, INC. (SAN JUAN PR)
NY
04/19/2002 - 11/11/2003
AXA ADVISORS, LLC (NEW YORK NY)
GA
11/27/2001 - 03/20/2002
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 08/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2012
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/25/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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