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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Oliva is a financial advisor with Arbor Point Advisors, an investment advisory firm with headquarters in Lavista, Nebraska. John has been a financial advisor for over 20 years and is registered to provide advisory services in Florida. John has experience working with a variety of clients including individuals, families, businesses, and charitable organizations. He offers a wide range of services including financial planning, investment management, and retirement planning. John has a passion for helping people achieve their financial goals and believes that everyone should have access to sound financial advice.
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
FL
06/16/2020 - Present
Arbor Point Advisors (ST. PETERSBURG FL)
FL
05/28/2020 - 06/14/2024
SECURITIES AMERICA, INC. (St. Petersburg FL)
PA
05/05/2017 - 06/03/2020
AXA ADVISORS, LLC (BALA CYNWYD PA)
PA
03/11/2015 - 05/08/2017
NYLIFE SECURITIES LLC (BALA CYNWYD PA)
DE
07/10/2014 - 02/05/2015
SECURITIES AMERICA, INC. (MILLSBORO DE)
MN
07/16/2007 - 01/04/2013
WADDELL & REED, INC. (PLYMOUTH MN)
DE
02/01/2002 - 07/18/2007
NYLIFE SECURITIES LLC (NEWARK DE)
BOTH
Issued 10/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/31/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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