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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Oliva is a financial advisor affiliated with Fidelity Personal And Workplace Advisors. Andrew Oliva provides financial planning, educational seminars and selection of other advisers. Andrew Oliva also provides portfolio management for businesses and individuals. Andrew Oliva has been in the industry since August 8, 2021 and holds licenses in Texas, Virginia, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Washington and West Virginia.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
VA
03/05/2024 - Present
Fidelity Personal AND Workplace Advisors (ARLINGTON VA)
BOTH
Issued 07/19/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/10/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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