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Oscar Montealegre

MONTEALEGRE FINANZAS LLC·GARDENA, California
Series 7, Series 66Clean record12 years registeredMONTEALEGRE FINANZAS LLC
1225 W. 190TH STREET, SUITE 275, GARDENA, CA 90248CRD# 5109351Firm CRD# 163435

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Oscar Montealegre · GARDENA, CA
Registration
CRD #5109351 · MONTEALEGRE FINANZAS LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: MONTEALEGRE FINANZAS LLC
MONTEALEGRE FINANZAS LLC
Mar 2017 – Dec 2023
GARDENA, CA
MONTEALEGRE FINANZAS LLC
Oct 2013 – Dec 2016
GARDENA, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · October 30, 2013
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MONTEALEGRE FINANZAS LLC
CRD 163435 · SEC 801-129507
Employees
0
Total firm employees
Services offered by MONTEALEGRE FINANZAS LLC
Per Form ADV
Market timing services
View all advisors at MONTEALEGRE FINANZAS LLC →
Introduction

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05

Frequently Asked Questions

What services does Oscar Montealegre offer?
Oscar Montealegre is a registered financial advisor in GARDENA, California.
What are Oscar Montealegre's credentials?
Oscar Montealegre is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Oscar Montealegre located?
Oscar Montealegre is based in GARDENA, California, last registered with MONTEALEGRE FINANZAS LLC.
How does Oscar Montealegre charge for services?
Oscar Montealegre's firm is compensated through fixed fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MONTEALEGRE FINANZAS LLC?
MONTEALEGRE FINANZAS LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
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