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Client Service Team

      Miami Financial Advisor

      Oscar Castellanos, AAMS, WMS

      Financial Advisor
      ocastellanos@provwealth.com
      Check the background of this investment professional on
      Broker Check

      Experience:

      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.

      Check the background of this investment professional on FINRA’s BrokerCheck.


      Education:

      Columbia Southern University - Business Administration, Management and Operations

      The American College – Certificate in Paraplanning Development


      Affiliations:

      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.