Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Damian? Claim Your ProfileDamian M. Olivas is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Damian has been in the securities industry since 2003. Damian has a combined 53 state registrations for both broker-dealer and investment advisor activities. Damian is also registered as a general securities representative with FINRA and has passed the Uniform Combined State Law Examination, the Series 7, the Series 9, the Series 10 and the Securities Industry Essentials Examination. Damian has also passed the General Securities Representative Examination, the General Securities Sales Supervisor - General Module Examination, and the General Securities Sales Supervisor - Options Module Examination.
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
CA
03/28/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN DIEGO CA)
BOTH
Issued 08/28/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/10/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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