Oscar M Email & Phone Number
President of Wealth Management and Senior Wealth Advisor @ Majors & Mondragon, LLC.
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Oscar M Location
- Houston, TX, US
Oscar M Work
- President of Wealth Management and Senior Wealth Advisor @ (April 2016 - Present)
- Financial Representative @ (September 2011 - May 2016)
- Team Lead @ (June 2007 - August 2011)
Oscar M Education
- The American College of Financial Services
CFP (Financial Planning and Services)
2013-2015 - University of Houston
Finance
2008-2011
Oscar M Skills
- 401k
- Business Relationship Management
- Disability Insurance
- Employee Benefits
- Estate Planning
- Financial Advisory
- Financial Planning
- Fixed Annuities
- IRAs
- Investments
- Life Insurance
- Long Term Care Insurance
- Long-term Care
- Mutual Funds
- Qualified Retirement Plans
- Retirement
- Retirement Benefits
- Retirement Planning
- Roth IRA
- Sales Presentations
- Securities
- Series 63
- Series 7
- Strategic Financial Planning
Oscar M Summary
- Oscar M, based in Houston, TX, US, is currently a President of Wealth Management and Senior Wealth Advisor at Centric Wealth. Oscar M brings experience from previous roles at Modern Woodmen of America and Counterforce USA. Oscar M holds a 2013 - 2015 CFP in Financial Planning and Services @ The American College of Financial Services. With a robust skill set that includes 401k, Business Relationship Management, Disability Insurance, Employee Benefits, Estate Planning and more. Oscar M has 2 mobile phone numbers on RocketReach.
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