Client Service Team
Jenny PortalesClient Service Associate
Oscar Castellanos, AAMS, WMS
Financial Advisor
ocastellanos@provwealth.com
Download vCard
Check the background of this investment professional on
Client Service Team
- Jenny PortalesClient Service Associate
Experience:
Oscar Castellanos has 20 years of experience in the finance industry. He specializes in working with domestic and international clients on estate planning, business succession planning and retirement plans for individuals. He is trusted by clients for his extensive knowledge in creating customized financial plans that offer a secure financial future preserved for generations to come.
Oscar previously held leadership positions in the financial services industry and worked with Raymond James & Associates as first vice president of the Coral Gables, Florida, branch. He holds numerous credentials including Wealth Management Specialist (WMS); Accredited Asset Management Specialist (AAMS); Series 7, 31, 63, 66, Life, Health, Variable Annuity and Long-Term Care licenses. He understands that each client’s financial goals are different from the next and utilizes a holistic financial planning approach to ensure every area of their plan is safe guarded when faced with potential obstacles.
Oscar is originally from Miami. He graduated from Columbia Southern University with an Associates in the Applied Science of Business Administration, Management and Operations. He earned his Certificate in Paraplanning Development at The American College and his Investment Management Consultant Certificate from Raymond James Institute of Investment Management Consulting. Oscar is bilingual and speaks fluent Spanish and English.
Client Focus:
- Business Owners
- Domestic and International Individuals and Families
- Multi-Generational Families
- Retirees
Specialized Strategies:
- Business Succession Planning
- Estate Structuring
- Retirement Planning
Check the background of this investment professional on FINRA’s BrokerCheck.
PWA Securities, LLC and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Education:
Columbia Southern University – Business Administration, Management and Operations
The American College – Certificate in Paraplanning Development
Raymond James Institute of Investment Management Consulting- Investment Management Consultant Certificate
Affiliations:
Accredited Asset Management Specialist (AAMS)®
Investment Advisor Representative of Provenance Wealth Advisors
Life, Health and Variable Annuity License – State of Florida
Long-Term Care License – State of Florida
Registered Representative of PWA Securities, LLC
Wealth Management Specialist (WMS)