Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oliver? Claim Your ProfileOliver Christian Puhr is a financial advisor with Edward Jones, a firm headquartered in St. Louis, Missouri. Oliver has been in the financial services industry since February 12, 2006, with experience at several firms including BBVA Securities Inc., LPL Financial LLC, and Scottrade, Inc. Oliver is licensed to provide financial advice in multiple states, and holds licenses for Series 6, 7, 22, 39, 63, and 65 examinations. He is also a Registered Representative with Edward Jones. Oliver's current role with Edward Jones involves providing investment advice and portfolio management for individuals, businesses, and retirement plans. The firm's assets under management are between $10 billion and $50 billion, with a total client count of over 27,000. Oliver is committed to helping clients reach their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
TX
01/18/2019 - Present
Edward Jones (GATESVILLE TX)
TX
10/03/2017 - 01/17/2019
BBVA SECURITIES INC. (WOODWAY TX)
WI
06/08/2015 - 09/22/2017
LPL FINANCIAL LLC (STANLEY WI)
WI
06/24/2011 - 06/18/2015
SCOTTRADE, INC. (EAU CLAIRE WI)
WA
08/06/2010 - 04/05/2011
CHASE INVESTMENT SERVICES CORP. (SEATTLE WA)
NV
07/23/2008 - 05/07/2009
NYLIFE SECURITIES LLC (RENO NV)
NV
10/21/2002 - 12/06/2005
USA SECURITIES, LLC (RENO NV)
CO
12/06/2001 - 09/23/2002
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
IA
Issued 07/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2005
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/11/2002
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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