Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Oliva is a financial advisor in Portland, OR. He works at Wells Fargo Clearing Services, LLC and has been in the industry since 2002. Jonathan has experience with various investment products and services, including stocks, bonds, mutual funds, and options. He is also a registered representative of FINRA. He is active in both broker-dealer and investment advisor capacities. He has a strong understanding of the financial markets and can help clients develop a comprehensive financial plan. Jonathan is also a member of the Oregon Society of Certified Public Accountants.
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.
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.
Investment consulting services to institutional clients
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
OR
12/06/2022 - Present
Wells Fargo Clearing Services, LLC (PORTLAND OR)
OR
04/10/2003 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PORTLAND OR)
NY
03/22/2001 - 12/10/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 06/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 03/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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