oaktreesecurities.net
Oak Tree Securities » Clients
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Financial confidence starts here. Deciding how to invest your hard-earned money can be an easy and empowering process when you work with a true professional. Your Oak Tree representative will discuss your goals, preferences, and current investments and propose smart choices for your future. Find a Representative in your area. OAK TREE SECURITIES INC., Member FINRA. 4049 First St #129, Livermore, CA 94551 - 925.245.0570. Investment products, insurance and annuity products:.
oaktreesecurities.net
Oak Tree Securities » Find a Rep
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OAK TREE SECURITIES, INC. With offices in California and Hawaii. 8221; “. 8221; “. 8221; “. 8221; “. San Francisco Bay Area. 4049 First St., Ste. 129. Livermore, CA 94551. El Sobrante, CA 94803. Brentwood, CA 94512. South Lake Tahoe, CA 96150. Santa Clara, CA 95050. Eric Dahl and Patti Williams. 5050 El Camino Real, Ste. 100. Los Altos, CA 94022. 525 West Remington #98. Sunnyvale, Ca. 94087. 747 El Camino Real, Ste. 3. Burlingame, Ca 94010. 3130 La Selva Dr., Ste 101. San Mateo, CA 94403. Fresno, CA 93711.
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Oak Tree Securities » Join our Team
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Independence room to grow. Make the easy move to true independence. If you’re looking for a successful group to support your career as a financial advisor, Oak Tree Securities deserves a closer look. Small and personal, yet big enough to be full service, Oak Tree gives you exactly what you need to grow, thrive, and serve your customers with complete confidence. Earn up to 85% base commission bonuses. OSJ’s can earn up to 93% bonuses. Minimal administrative costs, leaving more for you. Are Not Deposits - ...
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Oak Tree Securities » Private Placements
http://oaktreesecurities.net/private-placements
Oak Tree Securities — Direct Placement Programs. Amerifunds Diversified Income Fund II. American Realty Capital Finance Trust. United Development Funding IV. Carter Validus Mission Critical REIT. RK Properties Opportunity Fund III. Wilkinson Value Income Fund 11. Wilkinson Value Income Fund 12. Shopoff Strategic Income Fund. Time Equities Diversified Income and Opportunity Fund II. Real Estate 1031 Exchange Programs. Madison Realty Citrus Gardens SR Living. Oil and Gas Income Funds.
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Oak Tree Securities » About Us
https://oaktreesecurities.net/about-us
About Oak Tree Securities. Daniel M. Quesada, founder of Oak Tree Securities, began his career in the banking industry in the 1980s. During this time, he pioneered the then break-through concept of introducing financial planning services in a bank setting. Today, that organization still successfully runs OTS through a Board of Directors consisting of Dan and wife Marce, as the “A” Shareholders, and two members of the “B” Shareholders, who are elected annually. This co-ownershi...David Godinez, Vice-Presi...
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Oak Tree Securities » Mutual Funds
http://oaktreesecurities.net/mutual-funds
John Hancock Mutual Funds. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses which can be obtained from a financial professional and should be read carefully before investing. OAK TREE SECURITIES INC., Member FINRA.
oaktreesecurities.net
Oak Tree Securities » BCP Disclosure
http://oaktreesecurities.net/disclosure
OAK TREE SECURITIES, INC. Oak Tree Securities, Inc. has adopted a Business Continuity Plan (BCP) to ensure our clients detailed policies and procedures we will employ in the event of a significant business disruption. Our policy is to respond to a significant business disruption by taking reasonable measures to safeguard employee’s lives and firm property through the following:. Making a financial and operational assessment, quickly as practicable. Recovering and resuming operations in an efficient manner.
oaktreesecurities.net
Oak Tree Securities » Representatives
https://oaktreesecurities.net/representatives
Welcome, Oak Tree Securities brokers. To help you best serve your clients, we invite you to sign in and experience the convenience of viewing your information online. As a trusted and valued member of the Oak Tree Securities family, we welcome your active participation and hope you take advantage of all the ways we empower your success, and that of your clients. OAK TREE SECURITIES INC., Member FINRA. 4049 First St #129, Livermore, CA 94551 - 925.245.0570.