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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Mcdonald Oliver is a financial advisor with Grove Point Advisors, LLC. Joseph has been in the financial industry since January 1997 and is registered with the state of North Carolina as an Investment Advisor Representative (IAR) since April 2021. Joseph is also registered with FINRA and has passed the Series 6, Series 7, Series 63, and Series 65 exams. Joseph has experience working with individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. He specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services. Joseph's previous employment includes experience with The Advisors Group, Inc., The Lincoln National Life Insurance Company, Lincoln Financial Advisors Corporation, and Linsco/Private Ledger Corp.
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.
1
2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
SC
01/31/2003 - 02/02/2006
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IN
06/03/1999 - 02/26/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/03/1999 - 02/26/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MD
01/23/1997 - 06/01/1999
THE ADVISORS GROUP, INC. (BETHESDA MD)
IA
Issued 02/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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