Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oliver? Claim Your ProfileOliver Rupert Davis is a registered representative at Charles Schwab & CO., Inc. in Lone Tree, CO. Oliver holds the Series 7 and SIE licenses and has been in the securities industry since December 19, 2017. Oliver is affiliated with Charles Schwab & CO., Inc., which is a large firm with over $50 billion in assets under management. The firm offers a wide range of services, including financial planning, portfolio management, and asset-based fees.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
12/20/2017 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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