Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christie? Claim Your ProfileChristie Ollar is an active registered representative and investment advisor representative, with over 3 years of experience in the financial services industry. Christie is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., and has previously worked at J.P. Morgan Securities LLC. Christie has successfully completed the Series 7TO, Series 66, and SIE exams. Christie is licensed to conduct business in 31 states and 2 jurisdictions. Christie is registered to provide services to a variety of clients, including individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, and state or municipal government entities.
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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
02/14/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
LA
02/19/2019 - 02/24/2022
J.P. MORGAN SECURITIES LLC (BATON ROUGE LA)
BOTH
Issued 01/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/19/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/11/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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