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Alexander Cornell Oliver

Credit Union Investment Services

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About Alexander Cornell Oliver

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.

Firm Information

Alexander Oliver is currently registered with Credit Union Investment Services. Credit Union Investment Services, with 253 licensed agents, provides financial planning and portfolio management for individuals. They also offer educational seminars.

Not reported

Assets Under Management

35,000

Total Clients

237

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alexander Oliver’s Registration & Firm History

NC

04/17/2024 - Present

Credit Union Investment Services (Hope Mills NC)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alexander Cornell Oliver.
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