Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Christopher Oliver is an Investment Advisor Representative with Oliver Wealth Management, located in Towson, Maryland. Brandon has been a registered representative since 1999, and holds several industry licenses, including the Series 7, Series 31, and Series 66 licenses. Brandon has a strong background in the financial services industry, with experience at a variety of firms including Morgan Stanley, Merrill Lynch, and American Wealth Management. Brandon provides financial planning, portfolio management and selection of other advisors services to individual and high-net-worth clients. Brandon also provides services to other clients, including insurance companies.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MD
05/03/2023 - Present
Oliver Wealth Management (TOWSON MD)
GA
03/01/2018 - 12/09/2019
AMERICAN WEALTH MANAGEMENT, INC. (ALPHARETTA GA)
MD
08/24/2016 - 09/21/2017
INTERNATIONAL ASSETS ADVISORY, LLC (TOWSON MD)
MD
03/19/2010 - 07/01/2016
MORGAN STANLEY (HUNT VALLEY MD)
MD
10/23/2009 - 03/25/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TOWSON MD)
MD
05/02/2003 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (TOWSON MD)
NY
08/13/1999 - 05/06/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/18/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 08/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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