Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Oliver is a registered representative and investment advisor representative with Osaic Wealth, Inc. in Glen Allen, VA. Michelle has been in the financial services industry since 2003. Michelle holds the Series 6, Series 7, Series 63, and Series 65 licenses. She is registered with the state of Virginia. Michelle has experience working with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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
VA
06/14/2024 - Present
Osaic Wealth, Inc. (GLEN ALLEN VA)
VA
10/13/2014 - 06/14/2024
SECURITIES AMERICA, INC. (GLEN ALLEN VA)
VA
03/02/2011 - 10/15/2014
SECURIAN FINANCIAL SERVICES, INC. (MIDLOTHIAN VA)
VA
05/31/2005 - 12/16/2009
SUNSET FINANCIAL SERVICES, INC. (GLEN ALLEN VA)
VA
03/18/2004 - 03/29/2005
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
MO
06/15/2002 - 01/22/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
05/17/2002 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 08/31/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/15/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michelle Oliver is the right advisor for you? Invested Better is here to help.
