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Nestor Oviedo

OPPORTUNE PARTNERS
HOUSTON, TX
·CRD# 7795370·3 years experience

Professional Summary

Nestor Oviedo is a registered financial advisor currently at OPPORTUNE PARTNERS LLC located in Houston, Texas. Nestor is registered as a RR (Registered Representative) and started their career in finance in 2023. Nestor has worked at 2 firms and has passed the Series 63, Series 79TO and SIE exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

3 years in the financial services industry

Current & Past Employments

OPPORTUNE PARTNERS LLC·CRD# 293414
BD
711 Louisiana Street Suite 3100, Houston, TX 77002
September 8, 2025 - Present
ZIONS DIRECT, INC.·CRD# 17776
BD
Houston, TX
October 10, 2023 - July 31, 2025

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Current Firm

OP
OPPORTUNE PARTNERS LLC

OPPORTUNE PARTNERS LLC

CRD#: 293414 / SEC#: 8-70085
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)

Contact Information

Main Address

711 Louisiana Street Suite 3100, Houston, TX 77002

Mailing Address

711 Louisiana Street Suite 3100, Houston, TX 77002

Phone Number

(713) 490-5050

Established

Delaware since 01/30/2018

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (8 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
OPPORTUNE CONSULTING LLCPARENT—
KOHL, DANIEL RAYMONDCEO/PRESIDENT6584639
KOWALSKI, DEIRDRE PATTENCHIEF COMPLIANCE OFFICER1357509
LEGAYE, DANIEL EUGENE SRFINOP/CFO/PFO/POO1055035

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Texas
(9/8/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2023About the Series 63 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Oct 2023About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Aug 2023About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Nestor Oviedo's CRS (Customer Relationship Summary).

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