Unclaimed
Oliver James Risso gill is a financial professional with over 10 years of experience in the industry. Oliver is currently registered with J.p. Morgan Securities LLC, a well-established firm with a strong reputation in the financial services industry. Oliver's previous experience includes roles at CREDITEX SECURITIES CORPORATION and RBS SECURITIES INC. Oliver's expertise spans various areas, and they hold the Series 7 and Series 63 licenses, demonstrating their knowledge of securities trading and state regulations. Oliver's commitment to providing comprehensive financial guidance is evident in their active participation with various clients, including corporations, high-net-worth individuals, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
10/18/2016 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
04/02/2015 - 11/24/2015
CREDITEX SECURITIES CORPORATION (NEW YORK NY)
CT
10/15/2008 - 02/05/2015
RBS SECURITIES INC. (STAMFORD CT)
BC
Issued 06/12/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
F
FINRA
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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