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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oliver? Claim Your ProfileOliver Michael Brown is an Investment Advisor Representative at Macquarie Investment Management Business Trust. Oliver has been in the financial services industry for 2 years and is registered in 53 states and the District of Columbia. Oliver holds the Series 66, Series 7TO and SIE licenses. Oliver is a licensed Investment Advisor Representative in Pennsylvania. Oliver is a registered Investment Advisor Representative with the firm. Oliver has been a Registered Representative at Delaware Distributors, L.P. Oliver has experience in financial services, education, and club management. Oliver is also a member of the Martin's Dam Club. Oliver Michael Brown specializes in providing investment advisory services to high-net-worth individuals, corporations, investment companies, pooled investment vehicles, and state and municipal government entities.
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.
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.
Strategic management for diversified investment portfolios.
Structured product/securitization advice/transition management
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
02/24/2023 - Present
MacQuarie Investment Management Business Trust (PHILADELPHIA PA)
BOTH
Issued 02/24/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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