oaktreesecurities.net

Oak Tree Securities -

Oak Tree Securities brings together a network of independent investment professionals who meet the highest standards of professionalism. Founded in 1986 as an alternative to corporate-style broker-dealers, Oak Tree Securities, Inc. provides the same breadth of services and investment products as the big guys within a friendly, supportive, and personal framework. CLICK BELOW FOR ADDITIONAL INFORMATION. Find a rep in your area. OAK TREE SECURITIES INC., Member FINRA.

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Oak Tree Securities Inc.

Daniel Quesada

P.O.●●●● 367

Bre●●●ood , California, 94513

United States

925●●●200

dm●●●●@aol.com

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Oak Tree Securities Inc.

Daniel Quesada

P.O.●●●● 367

Bre●●●ood , California, 94513

United States

925●●●200

dm●●●●@aol.com

View this contact

Oak Tree Securities Inc.

Daniel Quesada

P.O.●●●● 367

Bre●●●ood , California, 94513

United States

925●●●200

dm●●●●@aol.com

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Oak Tree Securities - | oaktreesecurities.net Reviews

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Oak Tree Securities brings together a network of independent investment professionals who meet the highest standards of professionalism. Founded in 1986 as an alternative to corporate-style broker-dealers, Oak Tree Securities, Inc. provides the same breadth of services and investment products as the big guys within a friendly, supportive, and personal framework. CLICK BELOW FOR ADDITIONAL INFORMATION. Find a rep in your area. OAK TREE SECURITIES INC., Member FINRA.

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1 join our team

2 clients

3 representatives

4 about us

5 resources

6 news

7 finra

8 find a representative

9 investment links

10 mutual funds

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Oak Tree Securities - | oaktreesecurities.net Reviews

https://oaktreesecurities.net

Oak Tree Securities brings together a network of independent investment professionals who meet the highest standards of professionalism. Founded in 1986 as an alternative to corporate-style broker-dealers, Oak Tree Securities, Inc. provides the same breadth of services and investment products as the big guys within a friendly, supportive, and personal framework. CLICK BELOW FOR ADDITIONAL INFORMATION. Find a rep in your area. OAK TREE SECURITIES INC., Member FINRA.

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oaktreesecurities.net

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Oak Tree Securities » Representatives

http://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.

2

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.

3

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.

4

Oak Tree Securities » Join our Team

http://oaktreesecurities.net/join-our-team

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 - ...

5

Oak Tree Securities » Find a Rep

http://oaktreesecurities.net/find-a-rep

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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deltaadvisors.com

Mortgages |

http://deltaadvisors.com/mortgage

Through our affiliation with a leading mortgage brokerage, THE DELTA GROUP. Provides a variety of mortgage financing options, from variable to fixed rate loans. The combination of our financial market knowledge and analysis expertise places us in a unique situation to provide our clients with the very best financing option available. Our home affordability analysis is a five-year cash flow projection providing a more in-depth review than the typical snapshot PITI calculation.

deltaadvisors.com

Relocating |

http://deltaadvisors.com/relocation

8211; and the after-tax cash-flow effect. When contemplating a move to California, the sticker shock can be daunting. Although compensation packages are robust , affordability of inflated home prices and a higher cost of living is unknown. The financial analysis from The Delta Group replaces confusion and procrastination with black and white bottom line calculations to let individuals focus on the virtues of the career and family move. The Delta Group’s Relocation Analysis. Collect pertinent hiring data ...

deltaadvisors.com

Investing |

http://deltaadvisors.com/investing

Decisions about investment segments. Specific specific purchase suggestions. Accounts are monitored for performance, relative to the desired result. Periodic review and Performance Summaries are provided to clients, as are opportunities for face to face meetings during the course of the year. Assets under management are held in client’s name at Wedbush Securities,. A regional brokerage firm in Los Angeles. The Delta Group 5050 El Camino Real, Ste. 100, Los Altos, CA 94022.

deltaadvisors.com

How We Work |

http://deltaadvisors.com/compensation

Provides services for individuals, couples, and small business owners. We offer both fee and commission-based financial planning and portfolio management. These options mean we can provide financial services to fit your requirements. Our compensation comes through client and portfolio management fees as well as commissions on investments and other financial products. An initial no-obligation meeting will determine the suitability of our services to your needs. Annual Retainer Fee: $250 – $1,200. DELTA AD...

deltaadvisors.com

Advice |

http://deltaadvisors.com/advice

The cornerstone of good financial advice is in-depth analysis. Distinguishes itself from other services by offering evidence-based in-depth analysis for making sound financial decisions. The following spreadsheet model incorporates proven money management tenets to provide you with easy-to-understand information for exploring options, creating a plan, and meeting your financial goals:. A listing of asset and liabilities, liquidity and leverage ratios, and distribution of assets among investment categories.

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oaktreesecurities.net

Oak Tree Securities -

Oak Tree Securities brings together a network of independent investment professionals who meet the highest standards of professionalism. Founded in 1986 as an alternative to corporate-style broker-dealers, Oak Tree Securities, Inc. provides the same breadth of services and investment products as the big guys within a friendly, supportive, and personal framework. CLICK BELOW FOR ADDITIONAL INFORMATION. Find a rep in your area. OAK TREE SECURITIES INC., Member FINRA.

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