Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Paul Oliverio is a financial advisor with Truist Advisory Services, Inc. Jeffrey has been in the financial services industry for over 20 years. Jeffrey provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
12/11/2020 - Present
Truist Advisory Services, Inc. (FORT LAUDERDALE FL)
FL
06/01/2007 - 01/24/2018
WELLS FARGO CLEARING SERVICES, LLC (FORT LAUDERDALE FL)
FL
03/08/2001 - 06/04/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (FT.LAUDERDALE FL)
CA
04/17/2000 - 03/06/2001
WM FINANCIAL SERVICES, INC. (IRVINE CA)
IA
Issued 01/29/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/05/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 04/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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