Oswaldo Abreu (CRD# 4532747) is an Investment Advisor Representative working at Itau International Securities Inc. in Miami, FL and has over 21 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 |
|---|---|---|---|
| Itau International Securities Inc. | Miami, FL | Aug 2021 - Current | 2 |
| Ascendo | Miami, FL | Aug 2021 - Current | 2 |
| Miami Association Of Realtors | Miami, FL | Dec 2020 - Jul 2021 | < 1 |
| Citigroup | Miami, FL | Apr 2020 - Dec 2020 | < 1 |
| Bank Of America, N.a. | Miami, FL | Feb 2020 - Apr 2020 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami, FL | Jan 2020 - Apr 2020 | < 1 |
| Sunshine Financial Group | Coral Gables, FL | Oct 2019 - Jan 2020 | < 1 |
| Pfs Investments Inc. | Miami, FL | May 2019 - Dec 2019 | < 1 |
| Primerica Financial Services | Miami, FL | Apr 2019 - Dec 2019 | < 1 |
| Columbus Capital LLC | Miami, FL | Oct 2018 - Oct 2019 | 1 |
| Point Mortgage | Miami, FL | Aug 2018 - Oct 2018 | < 1 |
| Wells Fargo | Miami, FL | Nov 2017 - Aug 2018 | < 1 |
| Wells Fargo Advisors LLC | Miami, FL | Aug 2010 - Nov 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2002 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management60MILLIONS
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Total Number of Accounts31ACCOUNTS
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Average Account Value$1,923,623
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other
FL
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