Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oliver? Claim Your ProfileOliver William Brierley is a financial advisor working for Charles Schwab & CO., Inc. in Austin, TX. Oliver has been a registered representative in the securities industry since July 2024 and has a Series 63, 65, 7TO, and SIE licenses. Oliver has a broad range of experience in the financial industry, including experience working for ASB Bank in Auckland and HEB in Georgetown. Oliver is registered to provide advisory services in 51 states and is also registered as an Investment Advisor Representative in Texas.
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
TX
07/02/2024 - Present
Charles Schwab & CO., Inc. (Austin TX)
BC
Issued 08/22/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/26/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/14/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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