Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oliver? Claim Your ProfileOliver Ivory is a financial advisor with Cutter & Company, Inc. located in Bettendorf, IA. Oliver is registered with the state of Iowa and several other states. Oliver has been working in the financial industry since September 12, 2000 and has a Series 7, Series 63, Series 65, and SIE license. In addition to being an advisor with Cutter & Company, Inc. Oliver is also the sole owner of IVORY INDEPENDENT INVESTMENTS, LLC. Oliver is also registered as an investment advisor representative in California, Illinois, Indiana, Iowa, and Pennsylvania. Oliver is affiliated with Cutter & Company, Inc. and has been since 2009. Oliver is a financial advisor that helps individuals and families with their financial planning needs. Oliver also specializes in portfolio management for businesses and individuals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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IA
06/01/2017 - Present
Cutter & Company, Inc. (BETTENDORF IA)
IA
09/13/2000 - 05/21/2009
CITIGROUP GLOBAL MARKETS INC. (DAVENPORT IA)
IA
Issued 10/09/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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