Oscar Castellanos has 17 years of experience in the finance industry. He specializes in working with domestic and international individuals and businesses on financial planning, portfolio management and pension consulting services. Prior to joining Provenance Wealth Advisors, Castellanos worked with Raymond James & Associates as first vice president in the Coral Gables, Florida, branch. He holds Wealth Management Specialist (WMS), Accredited Asset Management Specialist (AAMS), Series 7, 31, 63, 65, Life, Health, Variable Annuity, and Long Term Care licenses. Castellanos is fluent in Spanish and English.
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Columbia Southern University - Business Administration, Management and Operations
The American College – Certificate in Paraplanning Development
Wealth Management Specialist (WMS)
Accredited Asset Management Specialist (AAMS)®
Life, Health and Variable Annuity License – State of Florida
Long-Term Care License – State of Florida
Registered Representative of Raymond James Financial Services, Inc.