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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 Gooden is an Investment Advisor Representative at CG Advisory Services, which has offices in Charlotte, NC and Williamston, MI. Oliver has been in the financial services industry since 2007, and holds multiple licenses and certifications. He is a Chartered Financial Analyst, and has passed the Series 7, Series 3, Series 30, Series 66 and SIE exams. Oliver has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Oliver's previous experience includes working as a Registered Assistant for the Wealth Advisory Group, located in Williamston, MI, as well as for GEnEOS Wealth Management, Inc., located in Charlotte, NC. Oliver specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NC
04/22/2019 - Present
CG Advisory Services (Charlotte NC)
NC
04/15/2019 - 06/08/2020
GENEOS WEALTH MANAGEMENT, INC. (Charlotte NC)
MN
11/28/2014 - 02/28/2019
STEBEN & COMPANY, INC. (EXCELSIOR MN)
MI
08/08/2007 - 12/05/2014
AMERIPRISE FINANCIAL SERVICES, INC. (STERLING HTS MI)
BOTH
Issued 08/03/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/2015
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2014
Series 3 - National Commodity Futures Examination
BC
Issued 08/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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