Unclaimed
Alexander Cornell Oliver is a financial advisor with Credit Union Investment Services. Alexander is registered in North Carolina. Alexander has been in the industry since 2024 and has experience providing financial services. Alexander offers financial planning and portfolio management services to individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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NC
04/17/2024 - Present
Credit Union Investment Services (Hope Mills NC)
BOTH
Issued 04/17/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/15/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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