Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Olear is a financial advisor currently registered with Fisher Investments. Andrew has been in the financial industry since 1983 and has held several licenses and registrations with various firms throughout his career. Andrew is currently registered with the State of Texas as an Investment Advisor Representative.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
02/13/2024 - Present
Fisher Investments (PLANO TX)
TX
01/17/2018 - 01/07/2020
MML INVESTORS SERVICES, LLC (Dallas TX)
MA
01/23/2007 - 03/18/2013
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
CT
06/06/2001 - 01/04/2007
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
CA
06/16/1998 - 01/04/2001
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
ME
06/11/1997 - 05/27/1998
FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
MA
09/18/1996 - 03/12/1997
NEW ENGLAND FUNDS, L.P. (BOSTON MA)
RI
02/20/1992 - 09/05/1996
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
GA
07/11/1990 - 08/02/1990
INVESCO SERVICES, INC. (ATLANTA GA)
NA
02/02/1990 - 07/19/1990
COLONIAL INVESTMENT SERVICES
NA
04/22/1988 - 02/02/1990
COLONIAL INVESTMENT SERVICES, INC.
NA
12/30/1983 - 04/28/1988
KIDDER, PEABODY & CO. INCORPORATED
IA
Issued 02/13/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/02/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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