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.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 2311221
Kingsview Wealth Management, LLC
CRD# 4563511
Efg Asset Management (americas) Corp.
| 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 |
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- FL
-
Total Assets Under Management65MILLIONS
-
Total Number of Accounts31ACCOUNTS
-
Average Account Value$2,090,108
- 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
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.