Oscar Gonzalez Perez

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 06/2017
  State Farm Bank
  Phoenix, AZ
• 07/2017 → 09/2017
  Vanguard
  Phoenix, AZ
• 07/2017 → Present
  Self Employed-Pf Painting Llc
  Phoenix, AZ
• 11/2017 → 09/2018
  Advisor Group
  Phoenix, AZ
• 09/2018 → Present
  Sagepoint Financial
  Phoenix, AZ
• 01/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2023-06-07 → 2024-01-19
  Woodbury Financial Services, Inc.
  Oakdale, MN

Other Businesses

1. EP CONSTRUCTION, LLC POSITION: Partner NATURE: EP Construction, LLC is a general contractor for residential homes. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2023 ADDRESS: 721 W Sierra Pines Dr, Show Low AZ 85901, United States DESCRIPTION: Send estimates and invoices to clients of the business. Communicate with subcontractors and suppliers. 2. OSCAR GONZALEZ PEREZ POSITION: Fixed Insurance Agent NATURE: Sole proprietorship for doing fixed insurance business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/21/2025 ADDRESS: 721 W Sierra Pines Dr, Show Low AZ 85901, United States DESCRIPTION: Sell fixed life insurance policies under my personal name.

Exams

• S66 Uniform Combined State Law Examination
  2023-06-05

Other Names

• Oscar Gonzalezperez