Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oliver? Claim Your ProfileOliver Ibarra is a financial advisor with over a year of experience in the industry. Oliver is currently registered with Osaic Wealth, Inc. and is licensed to provide investment advice in Idaho. Oliver has a Series 7TO and SIE license and has previously worked with Securities America, Inc. and Ameriprise Financial Services, LLC.
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.
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.
1
2
ID
06/14/2024 - Present
Osaic Wealth, Inc. (MERIDIAN ID)
ID
03/19/2024 - 06/14/2024
SECURITIES AMERICA, INC. (MERIDIAN ID)
ID
04/24/2023 - 03/18/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Meridian ID)
BC
Issued 04/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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