Oscar Fernandez Este (CRD# 5152082) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Houston, TX and has over 15 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 7438882
Worthwise Financial Partners
CRD# 4928336
Worthen Financial Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Insigneo Securities LLC | Houston, TX | Dec 2023 - Current | < 1 |
Insigneo Advisory Services LLC | Miami, FL | Dec 2023 - Current | < 1 |
Pnc Investments | Houston, TX | Sep 2021 - Dec 2023 | 2 |
Bbva Wealth Solutions Inc. | Houston, TX | Aug 2019 - Sep 2021 | 2 |
Bbva Securities Inc. | Houston, TX | May 2013 - Sep 2021 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2009 |
S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
- DE
- FL
- TX
-
Total Assets Under Management3,067MILLIONS
-
Total Number of Accounts3,802ACCOUNTS
-
Average Account Value$806,786
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, CT, DE, FL, GA, IL, MA, MD, NC, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, VI, WA, WI, WY
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