Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Michael Oliver is a financial advisor with Fidelity Brokerage Services LLC. Gerald is a Series 7 and 6 licensed advisor. He is also licensed to sell variable contracts and investment company products. Gerald has been in the financial services industry since 1987. He currently holds a Series 63 and a SIE designation. Gerald works with a variety of clients to help them reach their financial goals.
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.
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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2
TX
01/05/2012 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
04/28/2011 - 11/29/2011
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
10/12/2006 - 04/04/2011
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
RI
10/19/1987 - 11/07/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 09/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
BC
Issued 10/16/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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