Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edmund? Claim Your ProfileEdmund Oliveros is a financial advisor registered with Vanguard Advisers, Inc. Edmund has been in the financial services industry since 1999. Edmund is licensed to provide investment advice in Arizona, Pennsylvania, Texas, and Utah. Edmund also holds Series 6, 7, 63, and 65 licenses and the SIE exam. Edmund provides financial planning, portfolio management for individuals and businesses, selection of other advisors, and portfolio management for pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
PA
10/23/2023 - Present
Vanguard Advisers, Inc. (Malvern PA)
AZ
09/05/2007 - 07/08/2014
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
12/13/2005 - 09/05/2007
USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)
CA
03/05/2004 - 11/29/2004
SCF SECURITIES, INC. (SAN DIEGO CA)
CA
01/02/2001 - 12/01/2003
SCF SECURITIES, INC. (SAN DIEGO CA)
IL
01/11/2000 - 12/22/2000
IAC SECURITIES, INC. (TINLEY PARK IL)
NY
09/15/1999 - 12/31/1999
WALL STREET FINANCIAL GROUP, INC. (VICTOR NY)
GA
07/20/1998 - 08/27/1999
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 01/08/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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