Oscar Castellanos
CRD Number: 4238841Current Firm: Provenance Wealth Advisors
Compensation Model: Both
Oscar Castellanos (CRD# 4238841) is an Investment Advisor Representative working at Raymond James Financial Services, Inc. in Miami, FL and has over 15 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pwa Securities, LLC | Miami, FL | Aug 2023 - Current | < 1 |
| Keys Decisions LLC | Miami, FL | Nov 2020 - Current | 3 |
| Provenance Wealth Advisors | Miami, FL | Oct 2017 - Current | 6 |
| Global Investment 1 | Miami, FL | Oct 2017 - Current | 6 |
| Raymond James Financial Services Advisors Inc. | Miami, FL | Nov 2017 - Aug 2023 | 5 |
| Raymond James Financial Services, Inc. | Miami, FL | Oct 2017 - Aug 2023 | 5 |
| Raymond James & Associates, Inc. | Miami, FL | Oct 2009 - Oct 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2002 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2004 |
- CA
- CT
- FL
- IL
- MD
- NY
- PA
- VA
-
Total Assets Under Management2,616MILLIONS
-
Total Number of Accounts2,046ACCOUNTS
-
Average Account Value$1,278,400
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
AL, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KY, LA, MA, MD, MI, MO, NC, NJ, NM, NV, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.