Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Oliver has been in the financial services industry since 1981. Gerald Oliver is a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc., having joined in January of 2024. Prior to that Gerald Oliver worked at Woodbury Financial Services, Inc. and Questar Capital Corporation. Gerald Oliver is registered to provide securities related services in 8 states: Florida, Georgia, Illinois, Indiana, Kentucky, Texas and Virginia.
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.
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
KY
01/19/2024 - Present
Osaic Wealth, Inc. (LOUISVILLE KY)
KY
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (LOUISVILLE KY)
KY
05/24/2002 - 03/01/2019
QUESTAR CAPITAL CORPORATION (LOUISVILLE KY)
IN
08/05/1998 - 05/24/2002
CONSECO SECURITIES, INC. (CARMEL IN)
IN
01/10/1989 - 08/05/1998
CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)
MO
03/23/1981 - 12/31/1988
N.I.S. FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IA
Issued 07/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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