Unclaimed
Oliver Mansour is a financial advisor registered with Raymond James Financial Services Advisors, Inc.. Oliver is a registered representative with FINRA and has been in the industry since January 2012. Oliver has offices in Saint Petersburg, Florida.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
12/06/2022 - Present
Raymond James Financial Services Advisors, Inc. (SAINT PETERSBURG FL)
SC
08/24/2021 - 11/10/2022
LPL FINANCIAL LLC (FORT MILL SC)
FL
11/06/2017 - 07/28/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
06/21/2016 - 10/20/2017
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
03/01/2013 - 05/25/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
TN
10/25/2011 - 02/20/2013
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BOTH
Issued 01/14/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/29/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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