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VerifiedFinancial Services· Founded 2011

Oracle Financial Solutions

Oracle Financial Solutions is an independent firm of highly experienced wealth advisors committed to our clients’ needs, values, and dreams. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory services offered through Valmark Advisers, Inc, a SEC Registered Investment Advisor. Oracle Financial Solutions is a separate entity from Valmark Securities Inc. and Valmark Advisers Inc. Third-party posts found on this profile do not reflect the views of Valmark Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by Valmark Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/endorsements provided may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

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HeadquartersMason, United StatesEmployees8(1 to 10)Annual revenue$1M to <$10MFounded year2011Websiteofsadvisors.comLinkedIn profileLinkedIn

Verified contacts

7

available on Kipplo

LinkedIn employees

8

1 to 10 range

Open roles

no listings

Distinct roles

4

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

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Top roles at Oracle Financial Solutions

4 distinct titles indexed · top 4 shown.

  • 3financial advisor, investment specialist
  • 2financial advisor
  • 1client relations specialist for the office of chuck moore
  • 1executive assistant

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