Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cy? Claim Your ProfileCy Olivier is a financial advisor in Lafayette, Louisiana. Cy is a registered representative with MML Investors Services, LLC. Cy holds Series 6, Series 63, and SIE licenses. Cy has been in the financial industry since 2002. Cy has experience working with individuals, high-net-worth individuals, corporations, and retirement plans. Cy's areas of expertise include financial planning, asset allocation, and portfolio management. Cy has previously worked with Northwestern Mutual Investment Services, LLC.
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.
Asset allocation programs
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.
Solicitors fees
1
2
LA
04/08/2016 - Present
MML Investors Services, LLC (LAFAYETTE LA)
LA
05/31/2002 - 09/18/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LAFAYETTE LA)
BC
Issued 12/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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