Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Oliveras is a financial advisor with First Command Brokerage Services, Inc. based in Fort Worth, Texas. William has been in the financial services industry since 2015. William holds the Series 7 and Series 63 licenses, and is registered to sell securities in Texas. William was previously registered with Charles Schwab & Co., Inc. and TD Ameritrade, Inc.
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.
1
2
TX
12/19/2023 - Present
First Command Brokerage Services, Inc. (FORT WORTH TX)
TX
09/01/2023 - 12/08/2023
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
09/22/2015 - 09/01/2023
TD AMERITRADE, INC. (Westlake TX)
BC
Issued 09/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Oliveras is the right advisor for you? Invested Better is here to help.
