Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oliver? Claim Your ProfileOliver Greenleaf Stahl is a financial advisor with over 7 years of experience in the industry. Oliver has a Series 7, 66 and SIE licenses and is currently registered with State Farm Investment Management Corp. Oliver has a strong background in financial services, with prior experience at TD Ameritrade, Inc., Cetera Advisor Networks LLC, and Girard Securities, Inc. Oliver is dedicated to helping clients achieve their financial goals and provides a wide range of investment services, including portfolio management for individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
CA
02/25/2021 - Present
State Farm Investment Management Corp. (San Diego CA)
CA
04/30/2018 - 04/30/2020
TD AMERITRADE, INC. (SAN DIEGO CA)
CA
03/20/2017 - 03/21/2018
CETERA ADVISOR NETWORKS LLC (SAN DIEGO CA)
CA
03/20/2017 - 03/21/2018
CETERA ADVISORS LLC (SAN DIEGO CA)
CA
03/20/2017 - 03/21/2018
CETERA FINANCIAL SPECIALISTS LLC (SAN DIEGO CA)
CA
03/20/2017 - 03/21/2018
CETERA INVESTMENT SERVICES LLC (SAN DIEGO CA)
CA
03/20/2017 - 03/21/2018
SUMMIT BROKERAGE SERVICES, INC. (San Diego CA)
CA
10/20/2015 - 03/21/2018
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
03/20/2017 - 11/02/2017
GIRARD SECURITIES, INC. (SAN DIEGO CA)
BOTH
Issued 11/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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