Osvaldo Sicairos (CRD# 7233223) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Whittier, CA and has over 2 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Whittier, CA | Apr 2023 - Current | 1 |
| Unemployed | Whittier, CA | Dec 2022 - Mar 2023 | < 1 |
| Wells Fargo Clearing Services, LLC | South Gate, CA | Sep 2021 - Dec 2022 | 1 |
| Wells Fargo Bank, Na | South Gate, CA | Jan 2019 - Dec 2022 | 3 |
| Cerritos College | Norwalk, CA | Sep 2012 - Jul 2021 | 8 |
| Wells Fargo Clearing Services, LLC | South Gate, CA | Feb 2020 - Jan 2021 | < 1 |
| Us Bank | Long Beach, CA | Aug 2017 - Jan 2019 | 1 |
| Sherwin-williams | Anahiem, CA | Dec 2016 - Jun 2017 | < 1 |
| Harrington Industrial Plastics | Anahiem, CA | Oct 2016 - Nov 2016 | < 1 |
| Casa Linda Inc. | Montebello, CA | Oct 2016 - Oct 2016 | < 1 |
| Freedom Medical | Anahiem, CA | Jan 2016 - Sep 2016 | < 1 |
| Hd Supply Home Improvement | Montebello, CA | Nov 2014 - Dec 2015 | 1 |
| Select Staffing Agency | Santa Fe Springs, CA | Sep 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- CA
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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