Oscar Bujanda (CRD# 6239368) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Westlake, TX and has over 10 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 4211653
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Schwab Private Client Invest Adv | Westlake, TX | Apr 2022 - Current | 2 |
Charles Schwab & Company, Inc. | Westlake, TX | Oct 2014 - Current | 9 |
Charles Schwab Bank, Ssb | Westlake, TX | May 2016 - Apr 2022 | 5 |
Jpmorgan Securities, LLC | Flagstaff, AZ | Jul 2013 - Oct 2014 | 1 |
Jpmorgan Chase Bank | Flagstaff, AZ | May 2013 - Oct 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2013 |
S66 | NASAA Uniform Combined State Law Examination | Jul 2015 |
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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