Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oliver? Claim Your ProfileOliver Philip Wilson is an investment advisor representative at Edelman Financial Engines in ENGLEWOOD, CO. Oliver has been in the financial services industry since 2015 and has experience with various firms including Commonwealth Financial Network, Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC. Oliver is licensed in Colorado and Texas and holds Series 63, 65, 7 and SIE exams. Oliver specializes in providing financial planning services, educational seminars, and portfolio management for individuals, businesses, and retirement plans.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
1
2
CO
11/27/2023 - Present
Edelman Financial Engines (ENGLEWOOD CO)
CO
03/03/2020 - 06/02/2023
COMMONWEALTH FINANCIAL NETWORK (COLORADO SPRINGS CO)
CO
03/29/2018 - 11/26/2019
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
CO
03/01/2016 - 11/07/2017
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
IA
Issued 10/12/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Oliver Wilson is the right advisor for you? Invested Better is here to help.
