Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Olivarez is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since June 1, 2019. Daniel is licensed to offer securities in Arkansas, Colorado, Florida, Louisiana, New Mexico, Oklahoma, and Texas. Daniel holds the Series 7TO, Series 63, and Series 66 licenses. Daniel also has experience working with JPMorgan Chase Bank, N.A., Rare Import Export, and Bolton Global Capital.
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
TX
09/28/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MCALLEN TX)
TX
08/23/2021 - 08/16/2022
BOLTON GLOBAL CAPITAL (BROWNSVILLE TX)
TX
03/15/2019 - 07/16/2021
J.P. MORGAN SECURITIES LLC (BROWNSVILLE TX)
BOTH
Issued 6/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/6/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/8/2021
Series 7TO - General Securities Representative Examination
BC
Issued 3/15/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 2/15/2019
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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