Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Oliver is a financial advisor at Raymond James & Associates, Inc. in Fort Worth, Texas. George has been in the financial industry since 1996 and has a strong track record of providing investment advice to individuals and families. George is registered to offer investment advice in 19 states and holds the Series 3, 7 and 63 licenses as well as the SIE exam. Prior to joining Raymond James, George was a financial advisor at Robert W. Baird & Co. Incorporated and Wells Fargo Advisors, LLC. George is a member of the Society of Financial Service Professionals and serves as the Board Member and Treasurer of the Fort Worth Chapter.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
01/25/2019 - Present
Raymond James & Associates, Inc. (Fort Worth TX)
TX
03/11/2011 - 02/05/2019
ROBERT W. BAIRD & CO. INCORPORATED (FORT WORTH TX)
TX
01/01/2008 - 03/14/2011
WELLS FARGO ADVISORS, LLC (FORT WORTH TX)
TX
03/18/1996 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FORT WORTH TX)
BC
Issued 03/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1999
Series 3 - National Commodity Futures Examination
BC
Issued 03/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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