Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oliver? Claim Your ProfileOliver Schreiber is a financial professional with over 20 years of experience in the industry. Oliver is a registered representative with Oneamerica Securities, Inc., where he has been employed since April 2021. Previously, Oliver was a registered representative with Fidelity Brokerage Services LLC from 1999 to 2001. Oliver is licensed to sell securities in California, New Mexico, and Utah. Oliver specializes in providing 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.
A percentage of the total value of assets under management is charged.
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2
UT
04/23/2021 - Present
Oneamerica Securities, Inc. (Cottonwood Heights UT)
RI
11/05/1999 - 11/29/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 04/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/19/2020
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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