Candice Deanne Carrizales

Current Employers

Employment History

• 07/2020 → Present
  Acosta Wealth Management
  Oxnard, CA
• 10/2012 → 07/2020
  Geico
  Chevy Chase, MD
• 01/2025 → Present
  Osaic Wealth, Inc.
  Oxnard, CA

Previous Registrations

• 2022-01-03 → 2025-01-24
  Osaic Fa, Inc.
  Oxnard, CA

Other Businesses

1) CANDICE CARRIZALES 300 E. ESPLANADE DR. STE. 1950, OXNARD, CA 93036 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS SUCH AS FIXED AND INDEXED ANNUITIES, ACCIDENT, DISABILITY, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE. START DATE: 01/10/2022 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 2) CANDICE CARRIZALES FILLMORE, CA 93015 CATEGORY: REAL ESTATE RENTAL INVESTMENT RELATED: YES TITLE: OWNER DUTIES: OWN AND MAINTAIN RENTAL PROPERTY; COLLECT RENTAL INCOME. START DATE: 8/1/23 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 3) HOME RENTAL POSITION: Owner NATURE: My husband and I recently bought a new home and are using our old home as a rental property. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2023 ADDRESS: 221 Wisteria St, Fillmore CA 93015, United States DESCRIPTION: I receive rental income for this property. We also repair/fix any issues that arise with the property. 4) CANDICE CARRIZALES POSITION: Agent NATURE: I intend to conduct non-variable insurance and non- variable annuity sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/10/2022 ADDRESS: 2775 N. Ventura Rd, unit 101, Oxnard CA 93036, United States DESCRIPTION: I intend to conduct non-variable insurance and non variable annuity sales. 5) PROSPERA SUCCESSION PARTNERS POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 07/28/2020 ADDRESS: 2775 N. Ventura Rd, Unit 101, Oxnard CA 93036, United States DESCRIPTION: I meet with existing clients to review their accounts, gather data on anything that has changed in their finances and provide guidance on if any changes are needed or gaps identified during data collection. I also meet with new clients to provide comprehensive financial planning services. 6) PROSPERA SUCCESSION PARTNERS POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/28/2020 ADDRESS: 2775 N. Ventura Rd, Unit 101, Oxnard CA 93036, United States DESCRIPTION: I meet with existing clients to review their accounts, gather data on anything that has changed in their finances and provide guidance on if any changes are needed or gaps identified during data collection. I also meet with new clients to provide comprehensive financial planning services.

Exams

• S66 Uniform Combined State Law Examination
  2021-11-09

Other Names

• Candice Deanne Ontiveros
• Candice Carrizales