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Wrong Oliver Scholle?

Oliver C. Scholle

Owner

Independence Financial & Insurance Service Center

HQ Phone:  (562) 308-2494

Email: o***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Independence Financial & Insurance Service Center

11021 Winners Circle, Ste 107

Los Alamitos, California,90720

United States

Company Description

Independence Financial & Insurance Services Center is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow, work to protect, and conserve our clien... more

Find other employees at this company (2)

Background Information

Employment History

Owner

Independence Financial LLC


Owner

Independence Financial Services LLC


Chief Executive Officer and Country Manager Life Division

AIG Chile


HDCM


Web References(5 Total 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. 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.


www.independence-finserv.com

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.


www.haldorinvest.com

Oliver C. Scholle, Jr.Oliver C. Scholle, Jr. Oliver C. Scholle, Jr.Oliver C. Scholle, Jr.Senior Vice PresidentDirector of Sales and Marketing Oliver Scholle joined HDCM in 2001 and is responsible for new business development as well as the administration and management of client investment portfolios.In addition, Mr. Scholle is a member of the Strategic Planning Committee.Prior to joining HDCM, Mr. Scholle was Managing Director in the Personal Asset Management Division of Fleet Investment Advisors where he served as an investment officer for high net-worth clients outside the U.S. During this time, he was also responsible for the product management of a family of seven offshore mutual funds.Mr. Scholle's experience includes over four years working for Citibank Private Bank where he established a new private banking office overseas, and was responsible for a team of global sales and relationship officers.Previously, Mr. Scholle spent over eight years at The American International Group serving as Chief Executive Officer of their Chilean financial services holding company, and Chief Investment Officer of the American Life Insurance Company.Mr. Scholle received a BA in History, with honors, from Harvard University.


www.haledorrcapital.com

Oliver C. Scholle, Jr.Senior Vice President Director of Sales and Marketing Oliver C. Scholle, Jr. Oliver C. Scholle, Jr.Oliver C. Scholle, Jr.Senior Vice PresidentDirector of Sales and Marketing Oliver Scholle joined HDCM in 2001 and is responsible for new business development as well as the administration and management of client investment portfolios.In addition, Mr. Scholle is a member of the Strategic Planning Committee.Prior to joining HDCM, Mr. Scholle was Managing Director in the Personal Asset Management Division of Fleet Investment Advisors where he served as an investment officer for high net-worth clients outside the U.S. During this time, he was also responsible for the product management of a family of seven offshore mutual funds.Mr. Scholle's experience includes over four years working for Citibank Private Bank where he established a new private banking office overseas, and was responsible for a team of global sales and relationship officers.Previously, Mr. Scholle spent over eight years at The American International Group serving as Chief Executive Officer of their Chilean financial services holding company, and Chief Investment Officer of the American Life Insurance Company.Mr. Scholle received a BA in History, with honors, from Harvard University.


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