Oswaldo Abreu, financial advisor Miami FL

Oswaldo Abreu

CRD Number: 4532747
Current Firm: Itau International Securities Inc.

Oswaldo Abreu (CRD# 4532747) is an Investment Advisor Representative working at Itau International Securities Inc. in Miami, FL and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Itau International Securities Inc. Miami, FL Aug 2021 - Current 1
Ascendo Miami, FL Aug 2021 - Current 1
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
Disclosure Information

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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Oswaldo D. Abreu
Phone Number: 305-416-7813
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States


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