Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oliver? Claim Your ProfileOliver Delchamps is a financial professional with over 40 years of experience in the industry. Oliver is currently registered with Raymond James & Associates, Inc., where they are active in both Broker-Dealer and Investment Advisor capacities. Prior to joining Raymond James, Oliver held various positions at firms such as Morgan Keegan & Company, Inc., Paine Webber Incorporated, J.C. Bradford & Co. and Prudential Securities Incorporated. Oliver has a broad range of experience, including working with individuals, corporations, institutions, and other investment advisors. Their specialties include portfolio management, financial planning, and pension consulting.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AL
02/13/2013 - Present
Raymond James & Associates, Inc. (MOBILE AL)
AL
02/02/2001 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (MOBILE AL)
NJ
08/14/2000 - 02/14/2001
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
06/08/1994 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NY
09/06/1989 - 06/10/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
09/26/1978 - 10/22/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
06/01/1977 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 09/29/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1989
Series 3 - National Commodity Futures Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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