Unclaimed
William Oliver is a Registered Representative with Fifth Third Securities, Inc. in Tipp City, OH. William has been in the securities industry since 2006. William is a Registered Investment Advisor (RIA) and holds the Series 6, 63, and 65 licenses. William has experience providing financial planning, investment management, and portfolio management services. William previously worked at J.P. Morgan Securities LLC and Chase Investment Services Corp.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee 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.
A percentage of the total value of assets under management is charged.
1
2
OH
11/28/2016 - Present
Fifth Third Securities, Inc. (TIPP CITY OH)
OH
10/01/2012 - 11/05/2013
J.P. MORGAN SECURITIES LLC (ENGLEWOOD OH)
OH
09/09/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ENGLEWOOD OH)
IA
Issued 2/7/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/23/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/8/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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