Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oswaldo? Claim Your ProfileOswaldo Abreu has been in the financial services industry for over 18 years. Oswaldo has experience with Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, PFS Investments Inc., Wells Fargo Clearing Services, LLC and SunTrust Investment Services, Inc. Oswaldo Abreu is currently registered with Itau International Securities Inc., and is a Registered Representative of the firm. The firm's main office is located in Miami, FL. Oswaldo's areas of specialization include: Investment Advisory Services and Securities Trading. Oswaldo's focus is on providing portfolio management for individuals and pooled investment vehicles.
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.
Personalized portfolio management to meet individual financial objectives.
Family office services
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
08/12/2021 - Present
Itau International Securities Inc. (MIAMI FL)
FL
06/01/2020 - 12/21/2020
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
02/06/2020 - 04/06/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
FL
05/20/2019 - 12/31/2019
PFS INVESTMENTS INC. (MIAMI FL)
FL
08/20/2010 - 08/21/2018
WELLS FARGO CLEARING SERVICES, LLC (COCONUT GROVE FL)
FL
05/11/2004 - 08/10/2010
SUNTRUST INVESTMENT SERVICES, INC. (MIAMI FL)
TN
06/12/2002 - 05/04/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
BOTH
Issued 07/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2005
Series 24 - General Securities Principal Examination
BC
Issued 08/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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