John Oxley

CEO and Chairman 35 Years Financial Service Industry @Oxley Capital Management

Philadelphia, PA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2017 — Present

CEO and Chairman 35 Years Financial Service Industry @Oxley Capital Management

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NJ, US

OCM is a Registered Investment Advisor firm. John Oxley serves as CEO and Compliance Officer of all Investment Advisor Representatives at OCM, Oxley Capital Management LLC.Daily responsibilities include-Maintain client portfolios-Oversee marketing team-Oversee and execute Options Trading Platform-Direct expansion of company to new locations: such as Annapolis, MD and Vienna, VA. Currently, in NJ, NY, PA, NC and FL.

SKILLS

Long-Term CareFinancial AdvisorySeries 6InvestmentsFormer MarineFinancial PlanningPolicyTeam BuildingBudgetsStrategic Financial PlanningUniform Combined State LawSmall BusinessSecurities and Managed AssetsOptionsNew Business DevelopmentEstate Tax PlanningWealth ManagementDue DiligenceWealthInsuranceNonprofitsNon-ProfitsQualifying ProspectsAsset AllocationFundraising401kPublic SpeakingProject PlanningRetirement PlanningFinanceEstate LawStrategic PlanningRetirement

ABOUT JOHN OXLEY

John M. Oxley is an Investment Advisor Representative of a Oxley Capital Management-a…

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John Oxley — CEO and Chairman 35 Years Financial Service Industry at Oxley Capital Management in Philadelphia, PA, US | Unifers