Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Olivarez is a financial advisor with over 12 years of experience in the financial services industry. Christopher is currently registered with Osaic Wealth, Inc. and holds licenses in California and multiple other states. Christopher has a strong background in financial planning and investment management, and has worked with a variety of clients, including individuals, families, and businesses. Christopher is committed to providing personalized financial advice and helping his clients achieve their financial goals.
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.
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.
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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CA
06/14/2024 - Present
Osaic Wealth, Inc. (SACRAMENTO CA)
CA
05/06/2022 - 06/14/2024
SECURITIES AMERICA, INC. (CUPERTINO CA)
CA
06/09/2015 - 05/10/2022
FIDELITY BROKERAGE SERVICES LLC (SUNNYVALE CA)
CA
04/23/2014 - 06/09/2015
E*TRADE SECURITIES LLC (PALO ALTO CA)
CA
07/09/2012 - 04/10/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN JOSE CA)
CA
03/20/2012 - 05/01/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN JOSE CA)
BOTH
Issued 06/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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