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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oliver? Claim Your ProfileOliver Grimard is an investment advisor representative associated with Clear Creek Financial Management, LLC. Oliver has been working in the financial industry for over 5 years, and specializes in providing financial planning and investment advice to individuals, high-net-worth individuals, corporations, and charitable organizations. Oliver also offers educational seminars and publishes periodicals to help clients understand investment concepts and make informed financial decisions. Oliver holds the Series 65 license, and has an approved registration with both the state of Florida and Washington.
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.
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.
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FL
07/11/2022 - Present
Clear Creek Financial Management, LLC (Fort Lauderdale FL)
IA
Issued 06/23/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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