Investment Adviser Representative

Exam: Not reported
Education: Not reported
Experience: Not reported
Background check: Not reported

Investment Adviser Representatives provide financial advice, financial planning, and asset management services related to securities products for a fee.

Requirements reported by the state

Licence type: Registry

Issuing body

Division: Division of Financial Regulations - Securities Licenses
Address: PO Box 14480 Salem, OR 97309
Phone: (503) 947-7980
Agency website: https://www.oregon.gov/oha/ph/LicensingCertification/Pages/index.aspx
Licence page: apps.oregon.gov/SOS/LicenseDirectory/LicenseDetail/504
Last updated: September 6, 2024

Occupations (O*NET)

Investment Advisor 13-2052.00

Source and verification

This record is Oregon's report to the Analyst Resource Center, published by CareerOneStop (October 2024 export). Everything shown comes only from that report.

Before you apply, confirm every detail with Division of Financial Regulations - Securities Licenses — see the issuing body section above.

How we process this data. Not legal advice.