Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ove? Claim Your ProfileOve Valseth is a financial professional with over 20 years of experience in the industry. Ove has a proven track record of success in providing clients with investment advice and guidance. Currently, Ove is a Registered Representative with Charles Schwab & CO., Inc., where Ove specializes in financial planning and portfolio management. Before joining Charles Schwab & CO., Inc., Ove held positions at a number of other firms, including CyberTrader, Inc., Kershner Trading Group, LLC, Greentree Brokerage Services, Inc., Quaker Securities, Inc., and Vanguard Marketing Corporation. Ove holds a variety of licenses and certifications, including Series 7, 9, 10, 55, 57TO, and 63. Ove is committed to providing clients with personalized service and helping them achieve their financial goals.
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
01/09/2008 - Present
Charles Schwab & CO., Inc. (Austin TX)
TX
06/06/2006 - 12/07/2007
CYBERTRADER, INC. (AUSTIN TX)
TX
08/12/2005 - 04/13/2006
KERSHNER TRADING GROUP, LLC (AUSTIN TX)
PA
04/20/2005 - 06/28/2005
GREENTREE BROKERAGE SERVICES, INC. (PHILADELPHIA PA)
PA
07/25/2001 - 04/27/2005
QUAKER SECURITIES, INC. (MALVERN PA)
PA
10/01/1999 - 07/12/2001
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 11/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2008
Series 4 - Registered Options Principal Examination
BC
Issued 09/08/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/10/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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