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This profile was last updated on 2/28/14  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. Oliver C. Scholle Jr.

Wrong Oliver C. Scholle Jr.?

President

Phone: (617) ***-****  HQ Phone
Email: o***@***.com
Independence Financial Services LLC
114 Clyde Street
Chestnut Hill , Massachusetts 02467
United States

Company Description: Independence Financial Services provides investment management and retirement planning services to help retirees with retirement income strategies. We also provide...   more
Background

Employment History

Education

  • BA , History
    Harvard University
12 Total References
Web References
Oliver Scholle Biography : Independence Financial Services, LLC
www.independence-finserv.com [cached]
Oliver C. Scholle
Oliver Scholle is the President of Independence Financial Services, LLC, where he specializes in providing investment advisory and financial planning services. liver is committed to assisting people understand their options in managing their wealth and providing straightforward advice about real-life financial issues.
Prior to acquiring Independence Financial Services, Oliver spent 28 years working in the financial services industry in the U.S. and abroad. e began his career with the Chemical Bank in 1976 where he worked in the domestic and international banking divisions. n 1984 Oliver joined the American International Group (AIG) as the Chief Investment Officer of the American Life Insurance Company, a wholly owned AIG subsidiary with offices around the world. n 1987, Oliver was appointed President of AIG's life insurance operations in Chile where he had overall management responsibility for several AIG subsidiaries engaged in life insurance, real estate, annuities and pensions. ore recently, Oliver has worked in private banking at Citibank and later Bank Boston where he was responsible for the management of a family of mutual funds as well as managing client investment portfolios.
Oliver graduated from Harvard College in 1976 where he received his Bachelor of Arts degree, with honors. e was a member of the University's rowing team that won a national championship in 1974.Today he enjoys competing in Masters rowing regattas around the country. liver is married with three children ages 20, 19 and 15. He also enjoys writing about investing, financial planning and philanthropy. His most recent articles have appeared in Financial Planning Magazine and Trust and Estates Magazine.
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Securities offered through Securities America, Inc., Member FINRA/SIPC, Oliver Scholle, Jr., Registered Representative. Advisory services offered through Securities America Advisors, Inc., Oliver Scholle, Jr., Investment Advisor Representative.
Belmont Hill / Financial Expert Mr. Oliver Scholle Visits Investment Club
www.belmont-hill.org [cached]
Mr. Oliver Scholle, President of Independence Financial Services, LLC, and a specialist in providing investment advisory and financial planning services recently came to speak to the Belmont Hill Investment Club.Mr. Scholle spoke to the boys about the role of the US stock market for American corporations; how stocks trade; how to buy and sell stocks; the factors that influence stock market behavior and returns; equity investment vehicles such as mutual funds, index funds, and ETFs; and portfolio construction and measuring risk and return.
...
Scholle did a great job explaining to the boys what a financial advisor actually does as well as introducing the concepts of risk, return, and diversification.
Securities offered through ...
www.independence-finserv.com [cached]
Securities offered through Securities America, Inc., Member FINRA/SIPC, Oliver Scholle, Jr., Registered Representative. Advisory services offered through Securities America Advisors, Inc., Oliver Scholle, Jr., Investment Advisor Representative.
Independence Financial Services, LLC
www.independence-finserv.com [cached]
Securities offered through Securities America, Inc., Member FINRA/SIPC, Oliver Scholle, Jr., Registered Representative. Advisory services offered through Securities America Advisors, Inc., Oliver Scholle, Jr., Investment Advisor Representative.
Independence Financial Services, LLC
www.independence-finserv.com [cached]
Securities offered through Securities America, Inc., Member FINRA/SIPC, Oliver Scholle, Jr., Registered Representative. Advisory services offered through Securities America Advisors, Inc., Oliver Scholle, Jr., Investment Advisor Representative.
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