Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Edward Oliver is a financial advisor with over 30 years of experience in the financial services industry. Paul is currently registered as a Registered Representative and Investment Advisor Representative with Charles Schwab & CO., Inc. and holds a Series 7, 9, 10, 24, 63 and 65. Paul has previously held positions at E*TRADE SECURITIES LLC, Waddell & Reed, BOSC, INC., TD AMERITRADE, INC., FIDELITY BROKERAGE SERVICES LLC, and RAUSCHER PIERCE REFSNES, INC. Paul specializes in providing financial planning and investment advice to individuals and families.
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
1
2
AZ
09/12/2019 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
TX
12/09/2016 - 04/15/2019
E*TRADE SECURITIES LLC (DALLAS TX)
TX
11/12/2015 - 11/15/2016
WADDELL & REED (SOUTHLAKE TX)
TX
11/09/2012 - 10/26/2015
BOSC, INC. (RICHARDSON TX)
TX
02/06/2006 - 02/14/2012
TD AMERITRADE, INC. (SOUTHLAKE TX)
CO
03/11/1986 - 02/22/2006
FIDELITY BROKERAGE SERVICES LLC (LONE TREE CO)
NA
03/22/1984 - 03/30/1984
RAUSCHER PIERCE REFSNES, INC.
IA
Issued 08/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/11/2013
Series 24 - General Securities Principal Examination
BC
Issued 07/22/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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