Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Oliver is a securities professional with over 8 years of experience in the financial services industry. William currently holds a Series 62, Series 79 and SIE license and is registered with GT Securities, Inc. in California and Colorado. Previously, William was registered with M&A Securities Group, Inc. in Colorado, The Yale Group, Inc. in Colorado, and Stillpoint Capital, LLC in Florida. William is a dedicated professional with a strong track record of success in the financial services industry.
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.
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.
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2
CA
08/27/2019 - Present
GT Securities, Inc. (LOS ANGELES CA)
CO
09/24/2014 - 09/11/2019
M&A SECURITIES GROUP, INC. (Colorado Springs CO)
CO
01/04/2012 - 06/02/2014
THE YALE GROUP, INC. (BROOMFIELD CO)
FL
01/12/2011 - 11/02/2011
STILLPOINT CAPITAL, LLC (TAMPA FL)
BC
Issued 04/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2011
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/11/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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