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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 Pursche is a financial advisor with Wealthspire Advisors. Oliver has over 20 years of experience in the financial services industry. Oliver has a strong background in investment management and financial planning. Oliver is dedicated to helping clients achieve their financial goals. Oliver has experience working with a variety of clients, including high-net-worth individuals, families, and businesses.
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.
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.
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CT
11/09/2020 - Present
Wealthspire Advisors (Westport CT)
NY
03/18/2015 - 04/06/2020
BRUDERMAN BROTHERS LLC (New York NY)
NY
01/10/2005 - 03/18/2015
GARY GOLDBERG & CO., INC. (SUFFERN NY)
CO
12/06/2002 - 01/10/2005
TCADVISORS NETWORK INC. (CENTENNIAL CO)
NY
06/25/1999 - 09/06/2002
NEUBERGER BERMAN, LLC (NEW YORK NY)
NY
07/29/1997 - 09/06/2002
NEUBERGER BERMAN MANAGEMENT INC. (NEW YORK NY)
NJ
09/03/1996 - 04/21/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MI
11/01/1994 - 09/19/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
11/30/1993 - 07/19/1994
DICKINSON & CO. (DES MOINES IA)
BC
Issued 02/04/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/02/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1996
Series 24 - General Securities Principal Examination
BC
Issued 05/07/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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