Unclaimed
Oliver Fratzscher is a registered Investment Advisor Representative with EM Leaders, LLC. Oliver has been in the industry since October 2012 and holds the Series 65 license. Oliver is located in Bethesda, Maryland. Oliver specializes in providing financial planning services, selecting other advisors, and managing portfolios for individuals, investment companies, and pooled investment vehicles. Oliver has 1-5 employees.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MD
12/22/2023 - Present
EM Leaders, LLC (BETHESDA MD)
IA
Issued 11/05/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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