Unclaimed
Adam Marciano Olivarez is a securities professional with experience in the financial services industry. Adam is currently registered with FIS Brokerage & Securities Services LLC in Illinois and Texas. Adam holds the Series 7, Series 99TO, and Series 63 licenses. Adam has previous experience with CHARLES SCHWAB & CO., INC. in Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
IL
11/07/2023 - Present
FIS Brokerage & Securities Services LLC (BOLINGBROOK IL)
TX
10/10/2022 - 10/25/2023
CHARLES SCHWAB & CO., INC. (Westlake TX)
BC
Issued 11/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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